April is Financial Literacy Month Too

April is Financial Literacy Month Too

Tax Day: The deadline to file your 2021 taxes is April 18th. I am sure that everyone gathered all your tax related documents and provide them to your Certified Public Accountants as soon as feasibly possible. Wink wink. Once the tax forms are prepared and received...
How a Daily Money Manager helps with Your Tax Return Preparation

How a Daily Money Manager helps with Your Tax Return Preparation

Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
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...
January 2022: Let’s get Organized!

January 2021: Off to a Great Start

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...