Investing

How to Maximize Your Tax Savings This Year
January 17, 2024

How to Maximize Your Tax Savings This Year

By Michael Vaughn, CFP® When most people hear “tax planning,” they think of a boring, tedious activity that is usually done by your tax advisor or financial professional. But if you like saving money (and who doesn’t?), one of the best ways is by minimizing your tax liability. There are many ways to save on […]

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Your End-of-the-Year Checklist for Small Business Owners
December 4, 2023

Your End-of-the-Year Checklist for Small Business Owners

By Michael Vaughn, CFP® As the year draws to a close, small business owners need to make a year-end checklist—and check it twice! From navigating IRS elections to maximizing deductions and staying on top of evolving filing methods, this easy guide provides five essential elements that demand your attention as you prepare to close the […]

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