Financial Wellness investor briefing

Financial Freedom Magazine

Calendar, Money, Tax Papers, Couple in sunset
Happy New Year! I know you’re as pleased as I am to put 2020 to rest. But with the new year—drumroll please—it’s time to make our Resolutions for 2021! Yes, it’s true, resolutions are made to be broken. And I’m just like the 94% of people who don’t keep theirs (according to uabmedicine.org). Every year,…
Perspective of golf ball going into hole with golfer in background
This year has been turned upside down in many ways. That includes the sport of golf. In recent years, golf has seen its active player numbers steadily decline as baby boomers age and youngsters eschew this traditional country club sport. So who would have thought that its popularity would surge during a pandemic? In 2020…
tax papers and calculator
It’s not yet time to pay your 2020 taxes, but it is the perfect time to get started on your year-end tax planning. By paying attention to the details of tax law changes and taking advantage of strategies to defer income, you can significantly reduce or defer your income tax bill. If you practice tax-smart…

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