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It’s Never Too Early to Plan - Especially After This Tax Season
Kim Harmon Kim Harmon

It’s Never Too Early to Plan - Especially After This Tax Season

I had high hopes for a smooth, and staple-free, tax season (see January blog post). Reality had other plans. A much-needed post-tax-season manicure solved the staple issue (note to self: stop using your fingernails to remove them), and I’m now working on a plan to address the “smooth” part.

What made this tax season feel rougher than expected?

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2025 Year-End Reminders:  A Friendly Nudge
Kim Harmon Kim Harmon

2025 Year-End Reminders: A Friendly Nudge

The end of the year always seems to arrive faster than we expect. Before the calendar flips to 2026, a little planning now can help reduce surprises in April. Many strategies…

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