taxes

Finish 2022

December 16, 2022by Jon Dockery0

Tax-Loss Harvesting – Opportunities Await

November 21, 2022by Wes McNeillie0

Stimulus and Taxes – Do you need to refile?

March 17, 2021by Jon Dockery0

blog post blog post

Stimulus Check – Where’s My Money?

February 2, 2021by Jon Dockery0

Where’s My Refund?

July 22, 2019by Jon Dockery0

Series: Essentially Essential – The Pay Stub: Why Understand It

May 9, 2019by Alex Willard0

A Decade Ago

April 3, 2017by Hoy Grimm0

Do you have an extra $250,000 to pay for healthcare in retirement?

June 29, 2016by Jon Dockery0

Which Tax Payer Are You?

February 4, 2016by Jon Dockery0

Trump, Taxes & You…

September 29, 2015by Jon Dockery0

Newsletter Archive

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Are we at an Economic Crossroads?

Sending date : 30 Aug 2023

Defining Wealth - What is enough?

Sending date : 18 Jul 2023

Are you redeeming your time this summer?

Sending date : 29 Jun 2023

Washington Teeters on Potential Debt Default

Sending date : 06 Jun 2023

March (Financial) Madness

Sending date : 20 Mar 2023

All hard landings start out looking like soft landings.

Sending date : 10 Feb 2023

In One Year and Out the Other

Sending date : 18 Jan 2023

Tis The Season To Capitalize

Sending date : 20 Dec 2022

Has your financial plan failed you this year?

Sending date : 07 Nov 2022

Sending date : 13 Oct 2022

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August 22, 2023Exploring the SECURE 2.0 Act: Key Provisions for 2024

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