August 2023 Client Update Newsletter

Preventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to schedule a tax review so you can try and avoid a future tax surprise. Also read about several ideas for mastering your credit card, tips to lower the cost of your auto insurance, and how you can become a better problem solver. As always, please feel free to pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns.

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