New Year, New Highs, Same Woes

The new year is off to a quick start as we put 2023 in the review mirror. The start of the year brings the joys of tax season and will conclude with the results of the presidential election. As we navigate the year ahead let’s keep focus on what is important in life and use the relationships we’ve formed over the years as inspiration. Let’s also use this year to check in on one of our most important assets, your financial plan.

We look forward to working with everyone over the tax season, and the year to come, and will be in touch with reminders of funding opportunities within IRAs, Roth IRAs, and Health Savings Accounts (HSA) for the 2023 tax year. Please keep in mind that these contributions have an April 15th deadline in order for the contributions to be applied to the previous tax year and don’t hesitate to reach out with any questions.

Many thanks to you all.


We hope you enjoy the lessons and topics discussed in this installment of Timonier’s “From the Engine Room”.

Click HERE for the latest From the Engine Room Quarterly Newsletter.