Taxes

accountant sitting with computer, paper, coffee and other supplies

Tax Aware Investment Strategies Webinar Recap

By Melissa Joy, CFP®, CDFA® / June 21, 2019

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax […]

Read More
stairs in black and white

Actionable Steps for Taxes

By Melissa Joy, CFP®, CDFA® / April 26, 2019

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up […]

Read More
GET STARTED