Mid-Year Tax Planning

Summer is here, 2016 is half over, and it’s a great time to organize your taxes. It seems most of my clients wait until January to look for their records, organize their charitable donations, and review investment accounts.  While it may not be fun to spend a Saturday afternoon in July reviewing your tax records,[…]

New Year’s Resolutions

With the new year approaching, we are all making New Year’s resolutions.  Losing weight, controlling spending, improving relationships, all of these are worthy of our attention.  However, with the higher costs of gasoline and food and impending tax increases, it’s more important than ever to manage our personal money. For those of us who rely[…]