10/05/2026
October is National Financial Planning Month, and honestly, it's a good excuse to ask yourself a question we hear a lot in our Pittston and Wyalusing offices: when's the last time you actually looked at your full financial picture? Not just your taxes, not just your investments, but all of it together?
That's the whole idea behind tax-intelligent financial planning. It's not one appointment. It's a relationship that spans tax season and every season after it.
If it's been a while since your last check-in, this is a good month to start.