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Taxes

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

InvestmentsTaxes

What Is Tax Loss Harvesting?

When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately, because we’ve been given a lot of lemons during the past couple of months. Many of our clients, friends and family have encountered some really hard challenges, including...

Money ManagementTaxesTips

How Should I Use My Tax Return?

I love finding money. Soon, I’ll be breaking out the shorts from my dresser drawers, and I’m hoping that I left a $20 bill in one of the pockets. It’s unlikely, because I rarely carry cash on me - I can’t miss out on earning travel points! But I do carry cash...

BudgetTaxes

How Can I Manage Last Year’s Tax Bill?

I have a lot of fond memories of Januaries in Nebraska. Snow storms (it’s actually snowing as I’m writing this), a Nebraska football bowl game (OK, maybe not every year), watching the Packers in the playoffs (I was born in Wisconsin so don’t judge), and receiving a...