We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for January 9, 2023
This Weeks Podcast – 10 Tax Tips For The Beginning 2023
Do you want to keep your tax planning smooth as you set goals for this year? As you think about getting ready for the tax season and setting goals for 2023, we know you want to make your life a bit simpler.
We discuss things like tax-free sources of income, Roth conversions, tax withholding, Required Minimum Distributions, and much more.
This Weeks Blog – 10 Tax Tips For The Beginning 2023
With 2023 here, one thing that you want to consider when retirement planning is taxes. You never want to spend more money on taxes than necessary, and that’s why we’re starting this year off by walking you through tax tips.