The Red File

The Red File

I’m of the age now that when the phone rings in the middle of the night, it’s normally not an invitation to join a great party.  In fact, when it has occurred, I’m grateful for when it’s a wrong number or something funny.  But like some of you reading this, I’ve...
Year-End Financial Checklist

Year-End Financial Checklist

This checklist should provide some actions that apply to your unique situation.  It will, hopefully, help you minimize your taxes or avoid penalties.  It may also help your estate planning and charitable giving.  In difficult years like 2022, there can be...