Happy New Year everyone! We will be having our first meeting of the year on Sunday Jan 11th. Please make sure you can join us so we plan accordingly and let you know of some updates.
Hello everyone, We just wanted to wish you all a happy new year and we are so excited about what this year has in store. Let's make this year your best year yet!
Tax strategies for me would be finding ways to legally reduce my tax obligation now and in retirement. I have been told making contributions to tax advantaged accounts, charitable giving, and managing investments where there's gains and loss efficiencies - tax-harvesting.
Hello All, we just wanted to wish everyone a great Thanksgiving. We are grateful for all of you who are letting us come along this journey to building your wealth! We hope you have a healthy holiday and get to enjoy it with your family.