Archive for December 2023

Written By: Alex Hammersley, CPA As year-end quickly approaches, we could find ourselves in a pinch to make last-minute financial and tax moves. Luckily, there are a few accounts that…

Written By: Marissa Waldron Or are you expecting to OWE money to the IRS when you file your taxes?  If so, read on! Here in the US, we have a…

Written By: Anna Carlson Last year, Americans made individual charitable contributions of more than $319 billion. As Warren Buffett says, in general we’re a “generous society.” If your financial plan…

Written By: Ryan Rinehart As we approach the conclusion of 2023, I wanted to revisit the blog I shared back in August regarding market downturns and how they often occur,…