Financial Tip for November 2022

Financial Tip for November 2022

As 2022 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 2022 Financial Tip

October 2022 Financial Tip

If you have a family member who will be in college for the 2022-23 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 financial aid; every student should file because not...
School, Taxes and Health Benefits

School, Taxes and Health Benefits

September is the official end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated...
What’s Your Current Financial Focus? Each decade you must change.

What’s Your Current Financial Focus? Each decade you must change.

In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a young age. Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal...
Do You Really Have to Fill Out Your Tax Organizer?

Do You Really Have to Fill Out Your Tax Organizer?

It’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer.  The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...