One silver lining of 2020 is that we hear from clients far more than we used too! If there ever was a year we all need to talk financial matters out, 2020 was it! We are loving the frequent discussions, debates, and opportunities to work thru this challenging time together. We’ve heard some similar questions […]

Less than one month to go in 2018! Time to prepare for year-end and make sure you have all of your financial matters in order before the calendar turns to a new year. We’ve put together this checklist to help you in this process but as always, consult with your advisors as requirements and to-do’s […]