Tax Planning
April market volatility insight
April Power Hour – Understanding Market Volatility and Rising Interest Rates April Power Hour – Understanding Market Volatility and Rising Interest Rates Market Update At the worst point of the…
Read MoreMarch Power Hour – Investment Strategies
March Power Hour – Investment Strategies CLICK HERE to watch the full Power Hour! This Power Hour is packed with powerful insights about investment strategies, risk management, and timely updates…
Read MoreC0VID and Tax Planning for the Lucky and Unlucky
C0VID and Tax Planning for the Lucky and Unlucky: The events of the past few years have brought significant changes to the lives of almost everyone, and our financial future…
Read MoreFall Tax Planning
As the crisp autumn air sets in, it’s time to shift our focus towards essential preparations for the upcoming winter season. Contrary to popular belief, taxes are not entirely beyond…
Read MoreHow the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard lots of talk about the $3.5 trillion spending bill being talked about in Washington right now, and you…
Read MoreMid-Year Tax Planning Tips
This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article! …
Read MoreThe Collaborative: New Tax Credits To Help Communities
The Collaborative: New Tax Credits To Help Communities, New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax…
Read MoreMinimizing Taxes In Your Retirement Accounts
I want to talk today about tax planning and how it relates to investing. So we often think, let’s put it this way, in our financial life there are really…
Read MoreFirst Friday Live – End of Year Planning
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking…
Read MoreTax Planning and Investing – Part 1
I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants. There is the tax planning quadrant,…
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