Apr 30, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed...
Feb 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It’s more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join...
May 18, 2023 | Podcast, Taxes
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of...
Mar 16, 2023 | Podcast, Retirement, Taxes
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the...
Jun 10, 2021 | Financial Planning, Podcast, Taxes
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the...
Feb 18, 2021 | Podcast, Taxes
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
