January Client Bulletin

January’s newsletter includes several tips to help you plan for tax filing season, save for retirement and improve your financial health in 2022.

July Client Bulletin

Included in this month’s newsletter are several ideas to help you reduce your tax bill.

June Client Bulletin

This month’s newsletter details reasons why you should look for other sources of cash instead of tapping into your retirement funds, along with identifying potential tax surprises if you are using any of the pandemic-related relief programs.