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Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big picture of...
5 Steps for General Tax Planning
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation is typically focused on the...
Mid-Year Review and Market Commentary July 2022
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets fortunately don’t come every six...
