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
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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).…
4 Common Elder Scams: How to Stay Safe and Fight Back
Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Download here 4 Common Elder Scams
YOUR 2024 LAST-CHANCE FINANCIAL PLANNING CHECKLIST
Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, I will be happy to go…
Cybersecurity
It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. You take a peek and see a text from a phone number and area code you don’t recognize. “Hey Jackson, when are you coming to my house to fix my a/c? It’s hot in this place.” Or…