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.

Reviewing your financial situation can help you evaluate your financial health and set the stage for wealth growth in the coming year. Here is an end-of-year financial checklist to work through as you pursue being on top of your financial game.

Many have heard of the September Reset when it comes to general wellness and health— that time to refresh your fitness routine as you come out of an indulgent summer, as well as refocus and re-align your goals.

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.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives.

Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose us, we are doing it to ourselves without being aware.

Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying a robust stock market which makes now a prime time to meet.

As we approach the end of 2018 many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are the same and understanding each is crucial to making an informed decision.

It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of 2018.

Here we are in the last quarter of 2017! Reviewing your retirement accounts is essential, but do you realize the benefits of evaluating at the end of the year? Fall tends to be a time many people start thinking about next year and what they want to accomplish.

Better Now or Better Before? After the elections held last month (November 2016), many Americans are reflecting on how they ‘feel’.

Sandwiched Have you heard of the ‘sandwich generation’? The definition of Sandwich Generation is ‘a generation of people who care for their aging parents while supporting their own children’ (Wikipedia).

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.