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May 2025 Client Line Newsletter

Dollar-Cost Averaging – help use market fluctuations to your advantage.

Amended Tax Return Tips – you can amend your return by filing Form 1040-X.

Easing Into Retirement or Semi-Retirement – retirement is a process that begins before you leave work and continues for the rest of your life.

May 2025 Client Profile

Your Financial Legacy and Taxes – take steps today to insulate your estate from taxes.

Best Practices for Employee Reimbursements – using technology to report and track employee business expenses can be easier and more accurate.

May 2025 Question and Answer

Client Line Short Bits

U.S. Inflation Statistic – the inflation rate has been recorded since 1913.

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St. Louis, MO 63141
P: 314-205-2510

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