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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Planning Insights
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Escape Rooms Are Like Financial Planning

Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.