Financial Concepts Retirement Planning

After you file: Smart money moves for the rest of the year

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By March, many local residents are either finishing their taxes or already breathing a small sigh of relief after filing. While tax season often feels like the finish line, it can actually be one of the most useful starting points for better financial decisions in the months ahead. The numbers on a tax return tell a story. They show how income is structured, where money is … [Read more...] about After you file: Smart money moves for the rest of the year

Tax season is coming; don’t leave money on the table

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As we head into a new year, taxes might not be the most exciting thing on your holiday checklist, but a little attention now can make a big difference later. At our office, we’ve noticed a common theme in recent client meetings: Most people aren’t trying to outsmart the IRS; they just want to make sure they’re not missing out on the opportunities available to them. The good … [Read more...] about Tax season is coming; don’t leave money on the table

Four Thanksgiving lessons for a feast-worthy financial plan

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As the smell of turkey fills the air and families gather around the table, Thanksgiving reminds us of what truly matters: gratitude, togetherness and reflection. It’s also a perfect time to think about another kind of table we all share — our financial one. Just like preparing a Thanksgiving feast, building a strong financial plan takes the right ingredients, careful planning … [Read more...] about Four Thanksgiving lessons for a feast-worthy financial plan