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Articles by Grant S. Colin, CFP®

Wealth Advisor

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End-of-Year Tax Planning to Support Your CPA
End-of-Year Tax Planning to Support Your CPA

Strategic tax planning begins well before the deadline. As we approach the end of the year, there are critical actions you can take to help  …
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The Financial Considerations of Keeping or Selling Your Home in Retirement
The Financial Considerations of Keeping or Selling Your Home in Retirement

As our clients move further into retirement, we often see a consistent theme: “I have a large home with fewer people living in it.” This  …
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Should You Make Prior-Year IRA Contributions?
Should You Make Prior-Year IRA Contributions?

Tax Day is right around the corner but there are still ways to take advantage of tax benefits for the previous year, such as with  …
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