Focused on the Future: Michael Brady and the Ripple Effect of Advice

There are so many things I look forward to during Pumpkin Spice Season, but thinking about paying Uncle Sam isn’t one of them! However, as a wealth planner, I know that facing the music in October, with a few months left to optimize my tax situation, goes a long way in managing my tax liability. It also helps me make informed decisions about actions to take that are in line with my broader financi