by Brian Preston | Jan 27, 2023 | Podcasts, Blogs, Featured
Financial resolutions are always near the top of the list of Americans’ most popular New Year’s resolutions. Whether you want to save and invest more, pay off debt, or have other financial goals, we will give you the tools you need to win with money in 2023. In this...
by Brian Preston | Dec 25, 2020 | Podcasts, Featured
We will never forget the year 2020. No one could have predicted the ways this year has affected our lives. As we turn the page to a new year, we can’t help but look back and consider what we’ve learned, the mindsets we will leave behind, and the...
by Brian Preston | Dec 11, 2020 | Blogs
Improving your finances is a top New Year’s resolution every year. Last year, 32% of Americans made the goal to spend less and save more. In addition to the typical “spend less and save more” resolution, we think there are several more financial New Year’s resolutions...
by Brian Preston | Dec 6, 2019 | Featured, Podcasts
You don’t want to get stuck with a big tax bill! Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We use these strategies for ourselves and our clients and, in this...
by Brian Preston | Nov 29, 2019 | Blogs
New habits are hard to make and old habits are hard to break. How can you make new habits more easily and stick to them? With the New Year right around the corner, many Americans are thinking about New Year’s resolutions. Breaking New Year’s resolutions has become an...
