Greetings!
Hope this finds you well.
By early summer you have probably filed your taxes, seen your refund (if there was one) and deposited it to your bank. Now you can forget about taxes until next April, right? Well, I think you know the answer to this question. In fact, now is one of the best times of the year to review your tax situation and make adjustments.
Check out this week's blog below.
Rick Fingerman, CFP® and Lyman H. Jackson, CFP®