Michelle has over 20 years of experience in the financial services industry. She enjoys establishing long-term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns but also their wishes and desires. She serves on the board of directors of the Boys & Girls Club of York County, the York County Community Foundation, and Adult Enrichment Centers. A native of the Carolinas, Michelle currently lives in Rock Hill and enjoys staying active, traveling, and spending time with her family and friends.
The 2023 tax season starts on January 23—5 tips to help you get ready to file with important documents and more.
Taxpayers often overlook these common tax credits – but shouldn’t.
“IRA contributions (and some self-employed retirement plan contributions) are due April 15, 2022 for Tax Year 2023. Health Savings Account contributions are due April 15, 2022 for Tax Year 2023.”