by Taylor | Aug 11, 2023 | Family Financial Advice, Mindful Wealth, Personal Finance
Throughout my career I’ve seen it all. I’ve worked with the ultra-wealthy and I’ve seen what it looks like when someone files for personal bankruptcy. I’ve also experienced market cycles that create mania and despair for investors. A trend that I’ve experienced is how... 
by Taylor | Aug 5, 2021 | Strategic Financial Planning, Tax Planning
I know: filing your taxes is about as fun as getting your teeth pulled. But the fact is, if you aren’t thinking about your taxes, you’re missing out on some major gains. Much like going to the dentist, a little ‘financial hygiene’ can save you major grief once tax...