2021 – What You Need to Know About the Upcoming Tax Season

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

  Over the month of November, we had the pleasure of sharing with you three live sessions sessions including tips for stress and anxiety with Trionne Barnett, a gentle yoga class taught by one of my favorite yoga teachers Melissa Spamer in New Mexico, and diet and lifestyle tips as we …

Your Nourishment Month   I don’t know about you, but this Fall has seemed much more “full” than last year. I find myself occasionally struggling to find the slower balance I normally like to lean into as November approaches. Others I have talked to are feeling a similar way, so I thoug …

Monthly Webinars to Bring You Greater Financial & Personal Nourishment   We got such great feedback from our fall Nourish webinar series and spring COVID videos, that we decided to develop a new live monthly webinar to help bring you more ways to find ease, clarity, and nourishment …

Happy April! We hope you are staying healthy and nourished as we move into Spring. As we continue to talk with many of you during our reviews, it’s become clear that many of you are cautiously optimistic about the markets but also understand that the road could continue to be a little bumpy …

There are still ways to save before you file your taxes this year. During our webinar we’ll cover: Retirement plan contribution Executive compensation strategies Charitable giving strategies Estate and gift tax planning Other important tax strategy ideas.   Please reach out to us …

February Markets Update & 6 Steps to Keep Yourself Safe Scam & Fraud Happy February. As always, we continue to hope this finds you healthy and safe. Today we wanted to share with you some thoughts about the markets, but also put some emphasis on helping you keep your yourself safe f …

It goes without saying that 2020 presented unique challenges, with COVID touching nearly every area of our lives. Of course, it wasn’t just our daily routines that were impacted. The economy and our investments saw unprecedented swings in 2020. As we enter a new year, we wanted to take a mi …

Welcome to a bonus Week 7 of our Nourish Series. Over the last 6 weeks we got to hear from some wonderful educators.  We learned new tips around meditation, mindfulness, yoga, qi-gong, nutrition, and other ways to bring greater balance and nourishment into our lives. Over the course of the …