Talking Taxes - Part 1
This is part 1 of a short series on taxes. Today we are going to cover a couple of quick definitions everyone should understand with their taxes.
This is part 1 of a short series on taxes. Today we are going to cover a couple of quick definitions everyone should understand with their taxes.
It has been some time since I shared a list of what I've been reading lately. Here is the spring edition.
Now that Covid is "over," the number of retirement dinner seminar invitations are on the rise. Let me share some thoughts on what to expect at this type of sales event. And it is a sales event.
There is another big advantage to working with a flat fee advisor, especially when it comes to the fees you pay for investments.
I operate under a single, flat fee. There are some serious benefits to clients as a result of the way I am set up. Let's talk about some of what it means for my forward-thinking clients.
The first quarter of 2022 is in the books. Let's take a look at some highlights.