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A New META & Preparing For Tax Season
As the recent holiday season starts to become part of our long-term memories, we start to turn our attention to this upcoming year. It is that wonderful (the level of sarcasm here is up to your discretion) time of year when we will need to focus on taxes. There are some important dates and actions to keep in mind. You will find all of that in the second half, or use the bullet links to skip directly to those sections. I have also created a great cheat sheet for some of th
Jason Fang, CFP®
3 days ago6 min read


Reflections on Growth, Loss, and Purpose
Taking a moment to reflect on the loss of a spouse, growth of our team and what this all means to me.
Jason Fang, CFP®
Dec 22, 20256 min read
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