Be Prepared For These Pandemic-Related Tax Surprises
Don’t get shocked by a high tax bill! Be prepared for these pandemic-related tax surprises when you file your 2020 tax return.
February 9, 2021
Resources
4 Ways to Make Sure Your Tax Return Doesn’t Get Stuck
Here are four ways to make sure the preparation of your tax return keeps humming along until it gets filed.
February 3, 2021
Choosing the Right Life Insurance Policy
How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which
February 1, 2021
Preparing for the 2021 Tax Season
How a financial advisor can help you manage your taxes this year Reducing your tax burden can help you manage your wealth and free up
February 1, 2021
January Market Update
We hope you are doing well. Here is a recap of market performance for the month of January: Stocks were a mixed bag in January. US small stocks increased for the month, while US large and international stocks declined. Bonds were also down, as intermediate and long-term interest rates increased.
February 1, 2021
2021 Retirement Plan Limits
As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable.
January 20, 2021
Make Preparations for Form 1099s This Year
Be looking for new Form 1099-NEC! Here are three tasks to consider that will make meeting your business’s information reporting requirements less stressful this tax season.
January 18, 2021
January 15, 2021
Numbers to Know for 2021
As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.
January 15, 2021
