March’s Note from Caissa
As we have turned the corner into March we start thinking about Spring Cleaning and starting fresh!
The seeds we planted then, will start to come to fruition as you start to submit your tax returns and get your performance reports at the quarter end.
While I may have been away from our physical office with our newest addition, Tommy, I wasn’t far from our clients’ investments. December and January were actually quite busy for us and is when our role as your advisor for tax planning shows its worth. So if you see the taxable income on your tax return from our accounts looks muted, it’s on purpose! It was careful planning on our part to keep your taxes low.
Here is our personal ‘fresh start’… our Tommy. Our newest blessing that keeps life real and us focused on that delicate balance of work, life, planning and living. It is a line we help clients, and ourselves, to walk every single day.
We can create the most articulate of plans, but making them flexible to maneuver with what life throws at us is the art of what we do and why you have us by your side.
Kelly, Julie, Denise and Merissa
P.S. Don’t forget to click on the links to find out more about what we have been doing!