Mint Hill Monthly – July 2026
Greetings from Omaha, Nebraska! We hope your July is off to a great start — long summer evenings, some time away with family, and a Fourth of July worth savoring as the country turns 250. Maybe you’ll have a World Cup match or two on in the background as well. A quick note before this […]
Mint Hill Monthly – June 2026
Warm greetings from Mint Hill, NC! With the first half of 2026 nearly behind us, it’s time for long summer days, family vacations, and hopefully time in the sun. For my family, the goal is to complete the summer water trifecta: spending time at the pool, the lake, and the ocean before the kids trade swimsuits […]
Mint Hill Monthly – May 2026
Greetings from Mint Hill, NC! Like many of you, I’m glad that collecting the vast majority of my K-1s and other financial documents for my CPA before April 15th is behind me. I file an extension every year while waiting on a few tardy documents (similar to some of our clients), but I’m always relieved […]
Mint Hill Monthly – April 2026
Greetings from Omaha, Nebraska! Spring is finally here, and we couldn’t be happier about it. Hope April is finding you and your family well. This month we’re sharing four reads we think are worth your time — some timely perspective on staying calm in a volatile market, a practical heads up for anyone flying this […]
Mint Hill Monthly – March 2026
Greetings from Omaha, Nebraska! This March feels like one of those months where everything is happening at once — tariffs, geopolitics, oil prices moving on headlines. Our instinct is always to filter the noise and focus on what actually moves the needle for your family. This month that means a home-sale tax trap that’s catching […]
Mint Hill Monthly – February 2026
Greetings from Omaha, NE, Tax season is upon us, and we want to help you navigate it as smoothly as possible. Below you’ll find the key updates on tax forms, deadlines, and what to expect in the coming weeks. We’ve also included a few articles at the end covering everything from 401(k) rule changes to […]
Mint Hill Monthly – January 2026
Happy New Year from Mint Hill! We trust you and your families have had a wonderful holiday season and are entering the year feeling refreshed. The start of the year brings a natural sense of renewal and an opportunity to pause, reflect, and reset priorities. As we step into 2026, many of our clients are […]
Mint Hill Monthly – December 2025
Greetings from Omaha, NE, As we head into the final stretch of the year, many of you are juggling full clinic schedules, family activities, and holiday plans—all while trying to make thoughtful decisions about savings, taxes, and the future. We’re grateful to be in your corner during a season that’s both busy and meaningful. Coming […]
Mint Hill Monthly – November 2025
Greetings from Mint Hill! The start of November ushers in a number of exciting changes: broken hearts for many college football fans (Mizzou fan here), the beginning of the holiday season, and pesky open enrollment. While you’re reviewing your open enrollment packet, please remember to send a PDF copy to your advisor. This helps ensure […]
Mint Hill Monthly – October 2025
Greetings from Omaha! Anyone else ready for fall? After an unseasonably warm September in the Midwest our family is ready for fewer mosquitos and a little less humidity outside. At least we have this little guy to keep us entertained! As for this month’s articles, we focus on tax strategies, the rise of concierge medicine, […]