Preparing Your Finances for 2020

Preparing Your Finances for 2020

by | Jan 1, 2020 | Tax Advantages

When preparing your finances for 2020 now is the time to create the game-plan. Goal setting and financial implementation is critical.  Getting sound advice and locating your personal “money-compass” is a wise move.  The “financial compass” is important so one knows if...
Time for a benefits check

Time for a benefits check

by | Sep 1, 2017 | Tax Advantages

Autumn can be a busy time. Kids are back in school and the holidays are looming. Making employee benefits decisions may be just one more thing piling up on your to-do list. So you might be tempted to take a shortcut by renewing your current benefits without reviewing...