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 June 20, 2022
This Weeks Podcast -Steven Jarvis – Mid-Year Tax Strategies–
Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a proactive approach when it comes to tax planning.
It’s important to be committed to having some kind of tax-planning conversation on any topic, especially…
This Weeks Blog –Tax Planning For Retirement–