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Tag: itemized deductions

The SECURE Act: Simple Ideas for Your Planning

January 8, 2020 ~ Jamie ~ Leave a comment

Here are a few actionable ideas to use in light of the SECURE Act passage.

‘Tis the (Tax Savings) Season

November 9, 2018November 9, 2018 ~ Jamie ~ Leave a comment

Most Americans have to work nearly 4 months each year just to pay their tax bill. Let's discuss how we can shorten that timeframe.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

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