Retirement Goals

Get Your House In Order – Goodbye Tax Season, Hello Tax Planning for 2024

As we approach the first week of May with tax season behind us, it’s the perfect time to look ahead. With the Tax Cuts and Jobs Act set to expire at the end of 2025, some big changes are in store for the next two years from a tax standpoint. In today’s episode, Don will dive into the changes you need to be aware of for 2024 and beyond.

Read More

Get Your House In Order – Estate Planning for 2024

In today’s episode, Don offers actionable advice and encourages listeners to talk with their families, update their estate planning documents, and make sure their financial house is in order.

Read More