Resources

Life in a Box  

THE VALUE OF FINANCIAL PLANNING

THE VALUE OF FINANCIAL PLANNING

Our mission is to help individuals and families pursue their financial goals by making prudent and tax-efficient financial decisions and minimizing costly money mistakes. 

2023/2024 Tax Season Guide<br/>

2023/2024 Tax Season Guide

To ease some of the burdens of tax season, we’ve created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.

Of course, if you have additional questions about anything included in this guide, we’re just a phone call away.

2022/2023 Tax Season Guide<br/>

2022/2023 Tax Season Guide

To ease some of the burdens of tax season, we’ve created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.

Of course, if you have additional questions about anything included in this guide, we’re just a phone call away.

Secure Act 2.0 Top 10 Provisions<br/>

Secure Act 2.0 Top 10 Provisions

Congress recently enacted landmark retirement legislation known as Secure 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number of provisions intended to benefit individuals as well as small business owners. 

2024 Plan Comparison<br/>

2024 Plan Comparison

Whether you’re an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you ... 

2022/2023 Year End Guide<br/>

2022/2023 Year End Guide

To ease some of the burdens of the upcoming tax season, this helpful guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up toward the end of the year...

2021/2022 Tax Season Guide

2021/2022 Tax Season Guide

To ease some of the burdens of the upcoming tax season, this helpful guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up toward the end of the year... 

2021/2022 Year-End Guide

2021/2022 Year-End Guide

To ease some of the burdens of the upcoming tax season, this helpful guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up toward the end of the year... 

Living Your Best Life

Living Your Best Life

Whether you’re just setting out on life’s journey or planning your retirement, you have goals and dreams.

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