Reflections on 2022 and What’s Ahead… First, welcome to 2023. We wish our clients and partners a happy, healthy 2023. We have many great plans for the year, including a monthly (vs quarterly) newsletter. Also, be on the lookout for more podcasts and helpful resources. Although 2022 was a difficult year for the markets, …
Roth conversions
Tax Planning in your Financial Life
Jill Carr talks to Doug Marlow, our new Director of Financial Planning, about different ways that tax planning in your financial life and how it fits into your fiscal picture. We cover Roth conversions, tax location, charitable donations, among other things, in between sharing tax “dad” jokes. Our podcasts will cover topics that we are …