It’s that time of year again!

Part of our commitment to you and your financial plan is keeping your information up to date. If you have not already done so, please upload your 2021 Tax Return to our Client Portal: This is the safest and most secure way to get your private financial documents to us. As a reminder – […]

2018 IRA Contributions

Don’t forget about your 2018 IRA contributions. As you know, Lance and I are big fans of Roth IRA savings.  We’re also in favor of lowering your tax bill whenever possible.  Even if one or both of you are not working full time, you may still be able to contribute to a Traditional IRA, Roth IRA […]

Tax Update – Filing your 2018 taxes

Tax Update – Filing your 2018 taxes By now, you’ve probably heard news reports regarding the tax law changes for 2018.  Last year Congress enacted the largest tax reform in decades, and we want you to be aware of how those changes might affect your tax return. Here are a few things to keep in […]