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  • Writer's pictureJoanna M.

From the firm: Spring forward to reach your goals



Spring is here and with it comes a time of renewal and fresh starts. In reality, March and April mean the frenzy of tax season and often longer days—requiring us to function on less rest than we might like. We can certainly relate, and that’s why we’ve spent extra time to make this issue a real eye-opener.


If you are lucky enough to be receiving a tax refund, that should perk you up a bit. But, before you start spending, be sure to refer to our tips for using it wisely. You may also want to take a few of those refund dollars and plant an herb garden or simply add to your retirement savings.


Here’s to a happy spring!


Sincerely,


Your trusted advisors

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