Tag: Newsletter

2 posts tagged as "Newsletter"

Newsletter – February 2019

Many things can change from year to year. All of which can change your tax situation. When you were deciding on when you were getting married, did financial reasons play a part?

Newsletter 02/2018

This quarterly newsletter we wanted to relate with some of our clients that have gone through a meaningful transition or are approaching one. Some meaningful transitions we encounter with clients can include; becoming a parent, job change, divorce, someone passing away, and retirement. From our experience, here are a few suggestions.