Blog
Tax Filing Deadline & Reminders
Mark your calendars, the personal tax filing deadline is Monday, April 15, 2024. As Tax Day draws near, we would like to help ensure you have a smooth….
Wire Fraud: A Cautionary Tale for Clients
We’ve all heard of wire fraud and have likely seen many cautionary tales on the news, thinking that we would never be the victim of such a crime…
The Building Block of Your Financial Plan
Have you ever wondered why we’re so obsessed with collecting data, from paycheck stubs to driver’s license copies? At times, data requests…
Year-End Tax Planning
As the end of 2023 approaches, it’s time to start thinking about year-end tax planning. While some things are out of our control when it comes to taxes, others are within our control. So, what…
Succession Planning for Business Owners
If you own your own business, you are likely very busy both growing your business and propelling the day-to-day business operations forward.
Managing Your Finances with Vantage Point…
In recent years, you probably noticed that the cost of everything, from groceries to plane tickets, has been rising. It is even more likely that you’ve…
Navigating FAFSA and 529 Education Account…
Planning for college education costs is a complex, lengthy and likely, expensive endeavor. At first glance,
