Financial Planning | Showit Blog

Here you will find articles and resources to help you navigate your finances and to stay up to date on company news. 

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As we approach year end, it’s a great time to re-visit planning strategies while there is still time to implement and benefit. For a summary of our top year-end planning considerations, see our checklist and write up below: . . . Maximize Tax Advantaged Savings There are various deadlines for tax advantaged saving opportunities (retirement, […]

Financial Planning, Tax Planning

Financial Planning – Year-End Checklist

With Mother’s Day here this weekend, we would like to wish all mothers a very happy Mother’s Day! We know parenting makes for a busy life and financial “to-dos” can often take a back seat. So, we have a special “Mother’s Day checklist” to help parents ensure that their plan isn’t missing anything as their […]

Financial Planning

Mother’s Day Checklist

As we continue to adjust and hope for a “normal” year after this global pandemic, let’s not assume that our economic conditions will also shift to “normal” status. There are some unique financial circumstances at the moment, which should be considered as you think about your finances for 2022. Rethink Diversification Diversification continues to be […]

Financial Planning, Investments, Tax Planning

Top 5 Financial Planning Considerations for 2022

Top 5 Considerations for 2022

Founder & Lead Advisor

Brett Spencer, CFP®, CEPA, GFP

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