Finances & Your Family
It’s tax season and everyone’s thinking of everything they need to get ready for their accountant. I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.
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It’s Thanksgiving time again and we wanted to record a fun way that you can get to know someone, to get to know something about us, or something you can do at your Thanksgiving with friends or family.
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This time of year people think about charities and year-end donations. Be sure to download your copy of the year-end tax planning checklist.
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[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.
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We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!
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What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.
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