Sarah Ventris
Oct 14, 20235 min read
Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes - Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
7 views0 comments
Sarah Ventris
Jul 16, 20235 min read
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...
1 view0 comments
Sarah Ventris
May 22, 20235 min read
Want to Grow Wealth? Warren Buffet's Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of...
2 views0 comments
Sarah Ventris
Dec 12, 20225 min read
Will the Coming Wealth Transfer Be a Blessing or A Curse for Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
4 views0 comments
Sarah Ventris
Nov 29, 20227 min read
How Will a Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...
10 views0 comments