Taxes: It’s All About the Mindset

Bethany Filer, JMA

What comes to mind when you hear the word taxes? Pause for a moment and answer that honestly before reading on. Maybe you think of the tax withheld from your paycheck or the annual inconvenience of filing a return. Perhaps you think about last year’s tax bill or refund. Or maybe you quickly change the subject in your mind to avoid thinking about them altogether. Whether you realize it or not,…

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A Guide to Short-Term Savings Goals

Kaile Judge

Last month, we explored the importance of finding balance between your goals and priorities—recognizing that financial planning isn’t about choosing one thing at the expense of everything else, but about aligning your resources with what matters most in each season of life. This month, we’re taking a closer look at one specific type of goal:…

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