Election day is right around the corner. It’s important that you’re well educated on the tax proposals for each candidate. No matter what your political views are, be sure that you get out and vote.

Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare.

Don’t leave your spouse or business partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.

Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.