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Latest from Ivan…
Labor Day weekend is fast approaching. Though you and I may both feel like summer has come and gone too fast, here is an ideal opportunity to get out the grill, build some memories, relax and plan some fun.
This is also the time of year that I send one of my periodic checklists. Many of my fellow Knights and clients find that taking a moment to check off a few questions can help provide ideas for reducing taxes, increasing after tax wealth or planning sound financial strategies during these economic times. That's worth a second of your time! Here is the checklist. Have a great Labor Day!
View the quick checklist here.