Category: Financial Planning

2020 Planning Checklist

The world has changed dramatically in 2020 so it’s a good time to revisit your financial planning.  There have been three major tax laws enacted

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COVID-19 & Taxes

Where are taxes headed and how can you prepare? Unprecedented situations call for unparalleled solutions and the Coronavirus pandemic has marshalled the full resources of

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Tax Planning Day

Today, April 15th, normally marks the annual tax filing deadline for taxpayers.  But, of course, this isn’t a normal year and the deadline has been

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It’s Almost Too Late…

It’s almost too late to cut what may be your biggest expense for 2019 (and it’s not your Christmas budget). For most of our clients,

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Don’t Be Martha

At Vintage we aren’t licensed life insurance agents but we still sometimes get e-mails targeted to the commission based agents. This one pitches the fat

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