Monthly Archives: February 2014

Tax planning is a year-round event

January is when most people start thinking about taxes. And, for a great deal of them, April 15th is when they stop. But tax minimization is just the beginning of a holistic approach to financial long term success and well-being. Whether you are planning for retirement, preparing for education expenses or building your business, it’s imperative that you have a financial plan to match your needs so you’re ready for whatever lies ahead.  To get started, check out our 2014 planning checklist.