A monthly newsletter brought to you by Treece Financial Group | # 67 | January 2020
Holistic | Welcoming | Advocacy-Oriented Financial Planning
2020’s New Year celebrations are over. Resolutions have been made (and possibly already discarded). Myriad “best of the decade” lists have been published. But time constantly moves forward and the cycle repeats itself again. Before you know it, it is 2021 and you haven’t accomplished nearly what you thought you would.

What if this year could be different?

With the promise of a fresh new decade ahead of us—it is only natural to take time to both look back to analyze our progress and look forward to map out new plans and imagine the possibilities of where life may lead us during the next year, decade, and beyond. 

January’s tradition of reflection and projection is within this month’s name itself. In ancient Roman religion and myth, Janus is the god of beginnings, gates, transitions, time, duality, doorways, passages, and endings.

“Yesterday, you said tomorrow.”

This symbolic turning point offers us the perfect opportunity to stop doing what doesn’t work and explore new ways to help make us happier, healthier, and more purpose-driven.

One annual tradition to let go of is making New Year’s resolutions. How many years have you ... read more
The Taxman Cometh ...
Access key tax deadline dates, forms, IRS publications, and tax strategy advice here courtesy of Treece Financial ...
Tax Planning: Strategizing to Save More

Treece Financial Group of South Florida offers focused tax planning to protect financial assets from avoidable IRS litigation and tax fees. We will save you more through tax loss harvesting, roth conversions, cost basis review, credit deductions...

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Visualizing the Biggest Risks to the Global Economy in 2020

Environmental concerns are a frequent talking point drawn upon by politicians and scientists alike, and for good reason. Irrespective of economic or social status, climate change has the potential to affect us all. While public urgency...

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4Ward Americas: LGBTQI Symposium (copy)

Description 4Ward Americas LGBTQI Human Rights, Business Expo & Life Symposium is being held February 14-15th at the Miami Beach Convention Center. Miami Financial Planner David Treece is proud to support this community volunteer-led symposium...

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