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2023 Year-End Considerations — Part 2

{8 minutes to read} I hope you are looking forward to the Thanksgiving holidays ahead. Wherever you choose to enjoy your food and festivities — whether alone or with others — don’t leave gratitude off the menu.  I trust that you found the earlier article informative — that is Part 1 for Individuals. Just in case […]

2023 Year-End Considerations — Part 1

{8.5 minutes to read}  Greetings to you and yours, I hope you are staying encouraged in spite of all that’s happening around us. With the year-end to-do list to accomplish and holiday planning, it is not uncommon for us to feel stretched on all sides. In this opinionated world we live in, just about anyone can […]

The Seven-Year Essentials — Which Ones Apply to You?

Have you done your Annual Check-ups? Before the year ends, check out these Seven Essentials  — which ones apply to you and yours? Last month the curtain came down on the 2021 Tax Year filing. At times it’s in retrospect that we sometimes gain a clearer perspective on how best to incorporate life’s lessons into […]

Another Tax Year Is Now History

{8 minutes to read}  Before getting into the article, I would like to remind readers that enrollment season is now open. It’s this time of the year when you have the opportunity to enroll for your health care insurance and other employer-offered benefits. Now let’s continue.

Year-End Tax Planning for Employees and Families

{8:48 minutes to read} There’s something different about entering the month of November, in my opinion. I believe it is due to how close November is to the end of the year. It’s that penultimate month. November allows us to pause and rethink where we have been and where we would like to be before […]