Financial Planning Introduction
December 22, 2016
Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
Tax Time 2016
February 29, 2016
Tax filing season is a great time to review your overall financial situation because you have all your financial information right in front of you! The goal is to look at taxes over two consecutive years to determine what is the most effective use of various tax strategies.