Mar 14, 2024
Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup!
Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup! Posted by Katherine Edwards on Mar 14, 2024 2 Likes As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for…
Read moreMar 13, 2024
The 5 Pillars of Retirement Planning You Should Be Aware of
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. A well-structured approach ensures that every aspect is carefully considered. It also minimizes errors and oversights. Within this framework, the concept of the five…
Read moreMar 11, 2024
Chalk Talk: Continuing Care Retirement Communities
Chalk Talk: Continuing Care Retirement Communities Posted by Jennifer Bush on Mar 11, 2024 2 Likes “MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-19-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How: Zoom Meeting Free for current clients, $10 for guests Email us for the recording! Continuing Care…
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