As I penned this blog on the back of a barf bag while stuck on a Southwest plane waiting to have it’s malfunctioning electro-optical peanut butter sensor repaired, it seemed an appropriate time to remind myself of a few of the many, many things I’m grateful for.
Did you owe tax last year after the federal tax law changes? I did. Last year the IRS changed withholding guidance for employers that may have put more money into our checks but left us with a larger payment at tax time. Now is the time to check whether you’ll owe or get a refund and how to adjust if you need to.
Enjoy this month’s edition that features a best practice on your accounts plus commentary on investments so far this year.
Save the Date for the Moneywatch holiday party and open house on Thursday, December 12 from 4:00-7:00 PM.
© 2025 Moneywatch Advisors . All rights reserved.
