Approach your financial future with thoughtfulness and intention. Clarity can help you frame your choices, understand your options, and get started on your path to financial independence. You choose the direction; we help you find the way there.

Please join me on Tuesday, December 3, at 1:00 p.m. Pacific Time, when I’ll be presenting for the SFPL on “Smart Moves for Year-end.” You can register here.

Also mark your calendar for these upcoming talks: “Taxes: How to Stay Out of Trouble” on 2/25/2025 at noon; and “Tax Trouble: What to do if You’ve Got Problems with the IRS” on 3/20/2025 at noon.