Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.
I have a confession to make.
Many people are familiar with the basic benefits available to veterans, but did you know there are programs that could be beneficial to building a comprehensive financial plan? In this article, we will discuss several programs, resources and benefits that are available to qualifying veterans that could help with financial planning.
If you are among the many Americans enrolling in Medicare for the first time during the October 15-December 7 open enrollment period, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected.
This simple financial map was designed to provide some perspective for managing your finances at different life stages and may help this ongoing process feel a bit more manageable and less intimidating.
Estate planning is more than a set-it-and-forget-it task. It requires ongoing attention to ensure that the plan continues to meet your goals, aligns with current laws, and reflects your changing financial and personal situations.
“There’s no harm in hoping for the best as long as you’re prepared for the worst.”
― Stephen King, Different Seasons
The temperatures are starting to cool down and you, like many, may be starting to pack your bags to head south for the winter. However, before you rush off to enjoy the sunshine, make sure you’re properly prepared to leave your home for a few months. Here’s a checklist to help you get ready.
Let’s face it: You’d be hard-pressed to find a grandparent anywhere who won’t admit to the pleasure of spoiling the grandkids.
Many of us actively choose our state of residence for professional and other opportunities, or perhaps choose to stay close to friends and family and build a life where we spent our formative years.
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