
May 2024
May Financial Insights
Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.
In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.
As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns.

Start Your Tax Planning NOW!
Keeping your taxes as low as possible requires paying attention to your financial situation throughout the year. Here are some […]

The Psychology of Saving – How to Change Your Money Habits
Cutting expenses is often easier said than done. It’s easy for somebody to say Just cut your expenses! Stop getting […]

Ideas to Help Teach Your Kids About Money
It’s never too early to start teaching your kids about money. By proactively explaining how money and banking work in […]

Protecting Your Digital Footprint
In today’s digital age, it’s impossible to avoid the internet. Even if you don’t have a computer and actively avoid […]