Three Financial Reminders for Tax Season

Three Financial Reminders for Tax Season

  Tax season is a great time of year to take a pause and review finances, especially for retirees and those approaching retirement. It is one of the few times each year when you can find your income, investments, and long-term plans all visible in one place,...
10 Year-End Tax Strategies

10 Year-End Tax Strategies

By Scott Hamilton, CFP® As 2025 draws to a close, it’s the perfect time to tie up loose ends and prepare for the year ahead. One area you don’t want to overlook is your taxes. While taxes may not feel festive, taking proactive steps now can save you money, which is...
Your Tax-Preparation Checklist

Your Tax-Preparation Checklist

By Scott Hamilton Believe it or not, tax season is here! And if you’re still recovering from the holidays, the last thing you probably feel like doing is tackling your 2021 taxes. Here’s some motivation to help you get started: the better prepared you are, the sooner...