As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]

The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement.  Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments?  […]

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]