Tips for Making Cleaning Your Closet Easier There’s something satisfying about cleaning out your closet, especially at this time of year. Here are some tips on how to make spring cleaning your closet a little easier. Not sure what to keep or get rid of? Try the clothes hanger hack! Turn all your coat […]
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How do income taxes work? As complex as the details of taxes can be, the income tax process is fairly straightforward. However, the majority of Americans would rather not spend time with the process, which explains why half hire a tax professional to assist in their annual filing.1 Remember, this material is not intended
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Life happens. Appliances break, car tires need replacing, jobs are eliminated, and many other emergencies can pop up when you least expect them. You cannot control when these will arise, but you can be prepared for them. Start to build your rainy-day funds today. This is an important message for all ages from emerging to
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Tax Prep Tips Take time to plan ahead. Watch for and begin to organize the important tax documents that arrive. Keep an eye out for the W2’s, 1099’s, and K1’s! Where to start? It’s simple really take a look at your 2023 Form 1040 and build out your tax prep plan. Five Easy Steps to
New Year – What’s New in 2o25 Part 2 This blog addresses the allowable tax limits for annual gifts, QCD’s and transferring wealth to individuals or organizations in 2025. This is important information to know so you can plan your giving strategically. Our first blog was about 401(k) and IRA contribution information to know so
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New Year – New Information to Know – What’s New in 2o25 401(k) and IRA contribution limits to know in 2025 so you can make your adjustments early and save more. Super Catch-Up Contribution in 401(k)’s In 2025, the rules of catch-up contributions in 401(k)s will change for the better for people between the ages
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Retirement Seen Through Your Eyes For some 2025 may be the year of retirement. If this applies to you, have you taken a moment to look ahead and assess what that could mean for you and your family? Now is the time to prepare by asking yourself some pointed questions like those listed in this
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40 Acts of Kindness Our Giving Back List of 40 Acts of Kindness continues to grow and showcase the amazing generosity and charity of our team and clients. Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts
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Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some
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It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of
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