We're hosting a webinar tomorrow dedicated solely to reading & using the Tax Report! This session is intended for folks with limited tax planning experience, so if there is someone in your firm who would benefit please let them know! The registration link is on your dashboard👍

Nothing epitomizes the difference between the have and the have-nots like the fact that those t-shirts they give out at sporting events never making it past the 14th row, where people have already shelled out hundreds of dollars for tickets.

On today’s walk to school: Me: A negative times a negative is a positive Henry: not always Me: yes always! H: well not when I do it. Maybe that’s why my math grade is dipping

Happy Valentine's Day, Holisti-fans💘

It’s a blessing to know such creative people

I may not be able to help with 8th grade math, but now we’re in my wheelhouse #stillhelpswithhomework

MichaelKitces says that tax planning is an "ongoing drumbeat of opportunities to show value." #HolistiSummit

Sign of a good Little League practice: “Coach, I didn’t get a concussion that time!”

Next week we're back with the one and only Debbie Taylor to walk through some more Scenario Analysis case studies 📝 The link to register is on your dashboard! ☝️Don't forget: you can watch previous sessions by clicking on the 2023 Master Class Series tab, also on your dash

Amazing journey and really just getting started

Spotted👀 at #LPLFocus 🔍Where is everyone getting these?? Stop by booth 136, maybe those guys know 😉

Please don’t buy a boat. Even for just $5/day.

Why is Usher wearing the Nintendo power glove? Did they figure out how to make it work 30 years later?

Next Pacheko fumble and Taylor swift has him killed, right?

I'm changing my occupation to financial concept of planner