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:

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:

Smart Tax Moves to Make Early in the Year – Before You Miss Your Chance

Radon and Murs discuss why the beginning of the year is one of the most important times for smart tax decisions and how early planning can prevent costly mistakes later. With the help of their Director of Financial Planning and Tax Strategy, Taylor Wolverton, they walk through practical smart tax strategies designed to support effective tax planning in retirement and help you stay ahead with a proactive tax planning checklist….  

Smart Tax Moves to Make Early in the Year – Before You Miss Your Chance

When it comes to smart tax planning, timing matters just as much as strategy. Too often, people wait until the end of the year (or worse, tax season) to think about taxes, only to discover missed opportunities that can’t be undone. The beginning of the year is a powerful time to take control of your retirement tax planning and set yourself up for better outcomes. By thinking proactively and using a thoughtful tax planning checklist, you can avoid costly mistakes, preserve more of your wealth, and stay aligned with your long-term goal to retire comfortably. …