Topic: Featured Post

Year-End Tax-Planning Opportunities

It’s hard to believe that the year is already beginning to wind down. This is a busy time filled with family and friends, holidays, travel, parties, and other joyful activities. This is also an opportune time to do some tax planning before the new year. Here are some strategies to consider – t...

Josh Rennie, CFP®, AIF®

Nov 8, 2021

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