Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Creating a Financially Organized Life
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2025 Key Numbers
Are you familiar with how our federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Conservatives, hoping to thwart the idea, proposed passing the bill as they believed 75% of the states would not ratify the constitutional amendment, according to the National Archives. To their…
2025 Retirement Calendar Checklist
Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. (Note: No deadlines in May, July, or August.) Questions? Just give us a call and we’ll be glad to help. 2025 Retirement Checklist- Download Here
2025 Key Financial Data
Curious about tax rates, deduction amounts, contribution limits, etc.? Check out this reference card that lists all the key numbers that could affect your finances in 2025. Key Financial Data- Download Here
2025 Q1 Key Planning & Investment Deadlines
Don’t miss any important dates. Reference this postcard for key dates and deadlines for the first quarter of 2025. Key Deadlines- Download Here
9 Reasons You Should Consult With Your CPA Before Year-End
While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant. Download Here
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. How to Pay for Long-Term Care- 8 Strategies
Long-Term Care Planning
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services in their remaining years. Women need care longer (3.7 years) than men (2.2 years).…