Jan 28, 2023 | Finances, Planning
Plan Your Retirement Savings Goals for 2023 A big jump in cost-of-living calculations means a big jump in how much you can contribute to retirement accounts in 2023! Now is the time to plan your retirement contributions to take full advantage of this tax benefit. Here...
Jan 18, 2023 | Planning, Taxes
Tax Tips to Get Organized The beginning of a new year brings the need to recap the previous one for Uncle Sam. Here are some tips and a checklist to help get you organized. Look for your tax forms. Forms W-2, 1099, and 1098 will start hitting your inbox or mailbox in...
Jan 5, 2023 | Finances, Planning
Fork in the Road: Repair or Replace Your Vehicle Deciding whether to put more money into an aging car or to replace it with a new or used vehicle is rarely a simple decision. Plus skyrocketing vehicle prices and economic uncertainty are making the decision process...
Dec 22, 2022 | Finances, Planning, Taxes
Shrink Your Tax Bill in 2023 Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a...
Dec 18, 2022 | Planning, Taxes
Year-End Tax Cutting Ideas Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Tax loss harvesting. If you own stock outside a tax-deferred retirement plan, you can sell your under-performing...
