Tax Mistakes and Tips!

Tax Mistakes and Tips!

Now! Is the time to organize and get prepared for Filing your TAXES! For many filing taxes may illicit lots of emotions and the process can simply be overwhelming.  We wanted to provide you with some information on the common mistakes and conversely, give you some...
Year End Strategies 2021

Year End Strategies 2021

Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021.  Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation.  As potential tax law changes and other...