Videos
What Legal Documents Do I Need?
John and Andrew recently sat down with local estate planning attorney, Allie Bohannon with Howard Mobley Hayes & Gontarek, PLLC. We discussed the main documents to consider for [...]
How to Review Your Tax Return
With the 2022 tax filing deadline behind, Andrew and John discuss the personal tax return forms and schedules. Mistakes happen and it is important to understand the numbers [...]
Backdoor Roth IRA
John and Andrew explain the backdoor Roth IRA strategy including who should consider making Roth contributions vs. pre-tax IRA contributions.
Tax Talk with Tana 2023
Tana Keil joins John and Andrew to discuss filing your 2022 tax return as well as changes moving forward with the SECURE Act 2.0.
What Issues Should I Consider at the Start of the Year?
See our checklist of items you may want to review as we head into a new year!
2023 Important Numbers
Retirement contributions, tax updates and other important information to consider as we head into 2023!