Tag: financial planning

Quarterly Action Planning

First Quarter is now a memory. Are you set up to accomplish your goals for 2023? The adage goes “Failing to plan is planning to fail.”  Take a moment and give your goals some attention. You know as Q2 progresses you will get busy with summer fun with kids home from school. Q3 you will […]

Summer Financial Housekeeping

As we weather the summer heat wave and 100 degrees plus temps, it’s a good time to do a little housekeeping before business heats up in the fall.  Here are 3 action steps you can take right now to set yourself up for success. Be Aware of Mileage Rate Changes According to the IRS website, the […]