May the Force Be With You - May's Issue of Design Your Future

 

Here's May's issue of Design Your Future with a strong focus on capturing the upcoming opportunities and reconnecting, and how to invest more efficiently, waste less, reduce your taxes, and focus on your strengths.

 

Inside this issue you will find:

  • A Better Way to Measure Success
  • Listen to This
  • Tax Deadline for Business Owners
  • Can Capital Gains Push Me Into a Higher Tax Bracket?
  • Would You be Happy if Your Investments were Flat YTD in 2022?
  • Business Owner of the Month - Monika Jazyk
  • Our Way of Saying Thanks
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Design Your Future - May 19, 2022

 

Can you feel that?

 

There's a change in the air!  Let's get out there and support our local business - especially the restaurants, pubs, and service industry who have been hit pretty darn hard over the last 2 years.

 

Want to save money, support local, AND help out local charities???   Get your CRAVE passport now... hope to see ya at one of the many fine establishments over the next couple of months!

 

Maybe there's a better way to measure success?

 

Ever feel unsettled? Unhappy where you are because you haven’t reach those big goals?

 

If success is a staircase, when we look up, we can get discouraged with how much further we have to climb.

 

Let me share with you a secret that took me a long time to figure out.

 

That "success" staircase…. Well, it’s is never ending. It just keeps going up and up!!

 

Maybe a better way to measure success is to look back and see how far you’ve come!

 

Take a moment to feel good about yourself, look back and see how far you have come, and then….

 

Keep climbing while taking some time outs to rest and reflect on your progress and success!!

 

Here’s my journey- looking back, I’ve come a long way and excited to where we're going

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As a valued client - a friendly reminder – I am only a phone call, text, or email away.   We are here to help you – even if that simply means to be an ear to listen to during these very strange times which can feel like riding a roller coaster of emotions…

 

Looking forward to catching up and hearing about what you want to accomplish in 2022 and beyond – hopefully in person, if not, via zoom or phone.

 

PS – Don’t keep us a secret in 2022

 

PPS - Would your company be interested in hosting a work shop on Tax Reduction and Investing Strategies based on the New Tax Law Proposals?  If so, let us know and our Financial, Legal, and CPA team will make it happen.

 

 

Be Healthy, Wealthy and Wise!  Push through the noise…

and celebrate that Spring has Sprung!

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