Help! It's Tax Season. Do I Need A CPA?
Do you need a CPA? Luckily our very own Jennifer Climo, who is a CPA herself, wrote an article for Exhale Lifestyle addressing this very topic.
To Delay, or Not To Delay. That is the Question
For most people, from the time they begin work they also start paying Social Security taxes. For many, the time to collect comes up faster than they think, and they are forced to answer the question, when do I collect? As financial advisors this is a question we help our clients with on a regular basis. We hope to give you some thoughts on the age-old question, to delay, or not to delay.
What's The Value of a Financial Advisor Anyway?
In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?
Don't Forget To Do This Or Face a 50% IRS Penalty!
Ah, the holiday season. For many this can be the most enjoyable time of year, spending much needed time with friends and family. This is also a notoriously busy time, and sometimes, managing your finances inadvertently gets put on hold. If you're over 70 ½, or will be by the end of the year, forgetting to take your required minimum distribution can have major tax consequences.
Clock's Ticking to Fix Your Roth From Last Year
A common retirement planning tax strategy is to convert money from an IRA account to a Roth IRA. However if you are looking to reverse course from last year time is running out.
Ticking Tax Time Bomb
Near the end of 2017 a new tax bill was passed changing many key aspects of the tax code. A big question that many of our clients ask is "Am I withholding enough for taxes out of my paycheck?"