I always hope to be a resource any way I can. Here are some helpful resources for your 2025:
- 2025 Important Dates – Important dates throughout the year for individuals and business owners. Take any helpful dates and add them to your calendar.
- Important Milestones – Age-based milestones you may want to consider. You may have different opportunities or requirements now or in the future. Of course, if you have any questions about these milestones don’t hesitate to ask.
- Important Numbers for 2024 – Key numbers for the 2024 tax year. These numbers may be helpful to you as we approach the tax season.
- Important Numbers for 2025 – Key numbers for 2025. See what numbers are important for 2025 so we can plan accordingly.
- Master List of Goals – A helpful starting point for a greater conversation. Check to see if there are financial goals on this list that you would like to explore further.
Feel free to share these resources with others.
Information is helpful. Next steps can be more helpful.
If you would like to schedule a time to discuss what might be your next steps, here is my calendar so you can pick a time that works best for you. I look forward to having the conversation.
Sojourn well,
Sean M. Williams, CFP®