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As the year comes to a close, it may be a good time to check on your investments with an eye toward tax implications. Keeping long-term investment goals in mind, we can help you consider adjustments that could impact your typical year-end planning. Manage Your Income and Deductions If you’re at or near the next tax rate threshold, pay close attention to anything that might tip some of your earnings into the next range and consider ways to reduce your taxable income before the

Tanya Dee’s son, John, won first place in the Hood County show with this delicious jam. Give it a try in a homemade jam/jelly pot to see...

What do you enjoy most about your role at Berry Wealth Group? As Director of Operations, I feel like I’m the catcher on the baseball team and Michelle is the pitcher. I love finding solutions that make us more efficient. My aim is to treat clients the way I would want my parents to be treated in the financial world. Our team is really special and has a bright future. Where did you grow up? Granbury, back when it had very small-town vibes. Progress is good, but I’m glad to hav

Travel can be one of life’s great pleasures, especially when you’re enjoying retirement. Exploring new-to-you countries or revisiting...