Why should YOU have a financial plan?

Taxes are done for another year…. Phew! Now what? Sit back and reflect on your 2015 tax preparation and outcome. Do you: Get a sizeable return, or have to pay? Have difficulty finding all your receipts, and are worried you’ve missed out? Have questions about your tax return, including tax and retirement planning? If you […]

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Tax Time

As the tax filing deadline looms, you’re likely falling into one of three categories: the early filer — sitting pretty without stress the quarterback — you’ve already passed your ball (tax docs) to your accountant the countdown-er — you’re hoping you’ll have your shoebox of receipts put together by April 29th, with a 5pm drop-off […]

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