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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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
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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Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our
Financial Tips to Know Early in Life – “If I Knew This in My 20’s or 30’s” Read More »
Receiving a Tax Refund For those who may be receiving a tax refund from the Treasury Department, here is an opportunity to save for future financial goals. Take these funds and use them for retirement planning, college funding, or other planned short-term and long-term financial goals. Tax Filing and Funding Financial Accounts Contribute to a
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December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government
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What is your financial timeline? Where do you see yourself? Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to
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Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being. Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,
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