Tag: #financialplanning

  • A spiral bound notebook with the words tax planning underlined in red appears next to a pile of coins. A marker and pen are posed on next to the notebook.

    Tax Planning Power

    February 11, 2024
    The Power of Incorporating Taxes into a Financial Plan I use tax planning software to incorporate a client's tax profile…

  • Dollar$ & $ense v.1

    January 18, 2024