End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

As summer winds down and autumn approaches, it's the perfect time to reassess your financial situation and prepare for Q4 tax planning. With these tips and guidance from a financial professional, you can tackle Q4 tax planning with ease!

The end of the year is a perfect time to give back to others and your community. Whether you're an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor.

Achieving financial freedom is a goal that many of us desire, but some might believe is too far away to reach. It's a daunting task, especially when bills pile up, cost of living increases, and we bury ourselves in debt.

Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment.

April is recognized as Financial Literacy Month, aiming to promote financial education and awareness among individuals. Reflecting on one's financial habits and learning ways to improve them is crucial.

Filing your taxes can be simple when you're prepared and understand recent changes in tax laws to determine which tax credits and deductions you're eligible to take.

Navigating your retirement savings can be a challenging process due to the inherent complexities and the multitude of factors that tend to affect the most confident plan.

Many people are familiar with budgeting, providing a roadmap for spending habits. While there are many ways to budget, one standout tool is the personal budget calendar, which helps track your income and expenses spread over days, weeks, and months.

The sequence of returns impacts investors when they are either adding to or withdrawing money from their investments, which can create risk depending on the sequence and the market conditions at the time.

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting.

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous relationships.

The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155.