What are you aiming at?
Zig Ziglar once said, "If you aim at nothing; you will hit it every single time." This saying has been shared a number of times yet remains a painful reality for a number of people and businesses. The holiday season officially kicks off tomorrow with Thanksgiving - how much effort and planning did you put into the meal? How much time did you spend cleaning the house? How much time will you spend decorating for Christmas? Now, how much time have you spent working on your family or business budget? How much thought have you put into how the Tax Cuts and Jobs Act of 2017 is going to affect your tax liability? How will it affect your business? Is your current adviser even asking these questions? Planning is essential; how can you hit your goals if you don't know what they are? Now is the time to start - have you been waiting to purchase assets? Should you pay your state and local quarterly estimates before year end? Do you even need to make the quarterly estimates at all? Do you need to make larger payments because of increased income or decreased expenses? Do you have any large transactions on the horizon? Now is the time to find out! There are 40 days left in 2018. We have the experience, expertise, and software to take your information and prepare a complete and relevant planning scenario giving you a better idea of what March and April will look like. Reach out to us today to schedule a planning meeting - its the first and most important step. MGR 11/21/2018