Tax Planning: What It Is & Why You Should Be Doing It

Tax Planning: What It Is & Why You Should Be Doing It

Tax planning is the process of managing your financial plan with the goal of reducing your tax liability and safeguarding assets at the federal and state level. Most tax planning involves deductions, credits and current vs. future tax rates. When tax planning, you...
Spring Clean Your Finances in 8 Simple Steps

Spring Clean Your Finances in 8 Simple Steps

Spring is a time of new beginnings and fresh starts. While your finances don’t start over, they do change slightly year to year. If you’re looking for a productive project to stay busy while you self-quarantine, then get rid of financial clutter and enjoy...