CoNext Wealth Partners

Who is on Your Beneficiary Form? A forgotten form can override your will.

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning vs. Tax Preparation: They're Not the Same Thing | CoNext Wealth Partners Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.