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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, […]

As parents are likely aware, part of the American Rescue Plan stimulus increased child tax credit amounts in 2021. But with income limits to qualify for these credits, many high earning families did not receive any advanced credit payments and may be assuming they just don’t qualify. This however may not necessarily be the case. […]

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 […]