March: Down to the Wire for Taxes and Looking Forward

March: Down to the Wire for Taxes and Looking Forward

March is often considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down to give the information to your tax preparer as soon as possible for filing by April 18, 2022, deadline. If you plan to...
It is all about Taxes

It is all about Taxes

The more you can be proactive about gathering the items and reviewing them when they come in the better prepared you will be when it is time to pass the information and the forms to your tax professional. You have probably started getting 1099s of various types for...
January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th  – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
December Financial Tips

December Financial Tips

For many, the holiday season is in full swing, despite disruptions in the supply chain, which may impact the purchases we make. There is good news to report. The economy has rebounded, Covid vaccines are more widely available and there are reports that air travel will...
Financial Tip for November 2021

Financial Tip for November 2021

As 2021 draws to an end, here are several time-sensitive financial tasks to consider. Year-End Retirement Planning Contribute to 401k plans by December 31st Deposits to your 401k plan are due by the end of the year. Typically, 401k contributions are made through...
October 2021 Financial Tip

October 2021 Financial Tip

  Free Application for Federal Student Aid (FAFSA) If you have a family member who will be in college for the 2021-22 school year, October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting...