by Naveed Lodhi | Dec 12, 2024 | General Discussion
It’s a new year which means it’s time to hit the reset button and set your goals for the new year. A great way to do this is to create a vision board, also known as a dream board. If you’re unfamiliar with the term, it’s basically a collage of words and/or images that...
by Naveed Lodhi | Dec 11, 2024 | General Discussion
The word “investing” is usually associated with stocks, bonds and real estate. But there’s another type of investment you need to consider, yourself. You’re in control of your life, health and happiness. So, invest in things that will enhance your future wellbeing and...
by Naveed Lodhi | Dec 11, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Betting on a tax refund this year? Although many filers get a refund, it’s not guaranteed. Even if you had taxes withheld from your paycheck all year, there’s still a possibility...
by Naveed Lodhi | Dec 11, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Uncle Sam has held on to your money long enough. Get the fastest possible refund when you do your taxes this year. We have 6 tricks that are guaranteed to speed up the refund...
by Naveed Lodhi | Dec 11, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Wondering how to get a bigger tax refund? You’re not alone! Knowing how to maximize your tax return is key to keeping more money in your pocket. One of the best ways to achieve...