Saving

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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2023-7_ See a Sample Financial Plan
July 30, 2023

See a Sample Financial Plan

By Michael Vaughn, CFP® A financial plan created for you and tailored to your unique life goals is like an instruction manual for your finances and your goal achievement. The financial plans we write for our clients include a thorough analysis of your goals and your resources and the likelihood of meeting your goals if […]

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