We are in the fourth quarter of the year. To make a football analogy, it’s 3rd and 1 when it comes to year-end tax planning. Now is the time to meet with your advisor if you haven’t already. This is particularly important if you are someone who keeps multiple brokerage and investment accounts. Having a […]
At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]
Guest Post by John R. Wheeler, CPA, CFP® (learn more about John at the end of this post). Year-end is fast approaching for most small business owners that use a December 31st year-end. We assume that there are many tax law changes on the horizon and they will impact individuals and small businesses. We do not […]
Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979