Planning matters

Effective Tax Planning Starts Now!

With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the end of the year when there’s little time for changes to take effect. If you take the time to plan now, you’ll have six months for your actions…

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Caring Conversations with Aging Parents

When it comes time for your parents to make some significant changes, do you know how you’ll approach the conversation? Today’s blog post suggests a few strategies.

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Millennials, Prepare for Your Financial Future

Today’s blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.

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Spring Cleaning – Don’t Forget to Tidy Up Your Finances

It’s the season for spring cleaning and we don’t just mean around your home. Your finances might need a spruce up too.

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1,000 Pieces

If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .

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