Your 2021 tax planning guide inside!

We’ve nearly made it through our first month of 2021 and to describe it as eventful is an understatement. Between constant political breaking news, vaccine updates, and recovering from the holidays — it’s safe to say that everyone could probably use a calm news week. So how are you, really? Are you hanging in there? It’s okay to feel overloaded and maybe even a little burnt out. We’re here to help calm some of the nerves you might have. If you’re feeling stressed give us a call (really, we love talking with you).
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Smart Moves for the Future and Beyond

This new year is a fresh start and an even better time to examine financial goals. We’re halfway through January and ready to get back to basics. Last year around this time, you were probably elbow deep in plans for a brand-new year. This was your year to get organized, take the big trip, watch your kids get married, or even retire. For a lot of us, those plans fell through. We didn’t have a playbook and the uncertainty challenged us to find a new way of living.
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Warmest Wishes from our family to yours

Last week we thought about what this season means to us and encouraged you to do the same. These customs let us hold on to the best parts of the past and practicing them now helps us grow together. As promised, we have a few more staff holiday traditions and photos (warning cute kid photos ahead).
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