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...
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...
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...
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...
September is the official end of summer and a return to classes for students and teachers. The third quarter tax payment is due September 15th It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home...
August is usually a time when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before heading back to their usual schedules in September. Taking time off from one’s regular routine...
