Episodes

Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. Looking for more information? Don't miss our blog post on this topic here.
Interested in learning more about our firm? Click here to schedule a conversation.

Tuesday Mar 05, 2024

Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.

Friday Feb 02, 2024

Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.

Friday Jan 05, 2024

Thursday Dec 14, 2023
Thursday Dec 14, 2023
Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!

Tuesday Dec 05, 2023

Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life. Interested in learning more on this topic? Don't miss this blog post!
Want to learn more about our firm? Schedule a conversation by clicking here.

Friday Nov 03, 2023