by | | Financial Tip of the Month
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
by | | Financial Tip of the Month
The beginning of the month is Money Smart week! A favorite feature on their website is a searchable event database by zip code. What’s happening in your area? How can you promote your business with a presentation next year? Find Events in Your Area We and our clients...
by | | Financial Tip of the Month
We’ve talked about organizing for the April 15 tax filing deadline throughout the series; March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible. Many Health Care Flexible Spending...
by | | Financial Tip of the Month
You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...
by | | Financial Tip of the Month
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...
