What You Should Be Doing Right Now: Tax and Retirement Planning Mid-Year

June 9, 2025
A person working on tax and retirement planning documents at a beach café table in summer

We’re halfway through the year. That weird middle ground—too late to say “I’ll deal with it later,” but not so late that you’ve run out of options. If you’ve ignored your taxes or haven’t touched your retirement plan since January, now’s your window. Mid-year is when your numbers are real, not just guesses. And with…

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Mid-Year Tax Planning Checklist for Busy Professionals

May 28, 2025
Checklist icon and tax planning tips for busy professionals on a blue background

By the time June rolls around, most people stop thinking about taxes. But that’s usually when things start slipping through the cracks. If you’re a busy professional, you already know how quickly the year can get away from you. And when it comes to tax planning, waiting until December—or worse, April—isn’t exactly a winning strategy.…

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