10.29.21

Jared Defore, CFP®, CPA/PFS

As 2021 is coming to a close that means year-end tax plann...

09.30.21

Aaron Williams, CFP®

About a week ago, while my three-year-old and I were driving...

04.09.21

Aaron Williams, CFP®

Taxes. I am probably not in the mi...

03.11.21

Jessica Bokhart, CFP®

Today we want to take a couple minutes of your time to r...

10.01.20

Jared Defore, CFP®, CPA/PFS

01.03.20

Tax Changes You May Have Missed

Katie Fischer, CFP®

Decem...

07.25.19

Aaron Williams, CFP®

My July 4^th vacation was, quite simply, amazing. I’d ne...

01.22.19

Aaron Williams, CFP®

I’m not typically a New Year’s resolutions kind of guy. Not o...

11.26.18

Jared Defore, CFP®, CPA/PFS

If you’ve ever taken a

Aaron Williams, CFP®

If you have access to a Health Savings Acc...

12.18.17

Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us...

12.15.17

Kyle Thompson, CFP®, CPA

TAX REFORM BILL

President Trump has been resolute in making the tax reform bill the hallmark of his first year in office. The...

Blog Topic: Tax Planning

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