A Winning Tax Planning Strategy Doesn’t Have a Big Tax Refund

Clock and Tax return

Every year, as the calendar pages flip toward April, a certain buzz fills the air. It’s not just the promise of spring but the anticipation of tax refunds. There’s a common belief, almost a financial folklore, that getting a big tax refund is akin to hitting a mini jackpot. But here’s a hot take from […]

The Ultimate Saving Vehicle: Your Home

Saving to Buy a House or Home Savings Concept with Grass Growing in Shape of House Inside Transparent Piggy Bank

We explored why buying a home may make sense for you, but now its time to put pencil to paper. And its really important to have the right set of expectations when you buy a home. Let’s set aside all the emotional reasons for a moment — we need a place to live and grow or want a place […]