Month: October 2023

A man sitting at the table with papers and a calculator.

Year-End Tax Planning Starts Now: 8 Things To Do Now To Lower Your 2023 Taxes – Part 2

October 22, 2023

Last week we looked at four different ways to lower your tax liability for 2023,...

A man sitting at the table with papers and a calculator.

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

October 18, 2023

It might seem a bit early to think about your 2023 taxes, but as the...

Two gold wedding rings sitting on top of a paper.

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

October 9, 2023

Getting married and starting a new chapter in your life is an exciting time. Itâ€™s...

Two gold wedding rings sitting on top of a paper.

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

October 2, 2023

Wedding season is winding down, and if you are a newlywed or are planning to...