Shrink Your Tax Bill in 2023

By Dana McGuffin | December 27, 2022 | Comments Off on Shrink Your Tax Bill in 2023

    Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a home Refinancing or adding a new mortgage Getting married or divorced Incurring large medical…

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What The Tax Reform Act Means For You

By Dana McGuffin | February 15, 2018 | Comments Off on What The Tax Reform Act Means For You

Congress has passed a tax reform act that will take effect in 2018, ushering in some of the most significant tax changes in three decades. There are a lot of changes in the new act, which was signed into law on Dec. 22, 2017. This letter serves as an overview of the significant changes that…

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Improve Your Financial Well-Being With an Annual Review

By Dana McGuffin | March 8, 2016 | Comments Off on Improve Your Financial Well-Being With an Annual Review
Take Stock of Your Financial Well-Being

You’re slogging through paperwork, gathering and organizing information to prepare your tax return. Take heart – you can make your hard work do double duty by using those same records to improve your financial well-being. Here are suggestions to get you started. Write down your financial goals. How much money will you need to meet…

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