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 […]
As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]
The fiscal choice: Cliff, ledge or ladder A free white paper for your review Dr. David Kelly is a well-known and well respected economist with J.P. Morgan Asset Management. One thing I’ve always appreciated about him is that he speaks so lay people can understand him. As you may know, economists are not known for […]
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 […]
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