What’s more heart-stopping than being told that you owe money at tax time? How about being told that you can’t file your taxes, because they have already been filed – and not by you? Identity theft is on the rise, folks. This tax season, I’ve heard more stories from clients …
How Do I Know If I’m On Track You’re saving and investing. You feel that you are working towards your financial goals. But how do you know? Here are FIVE quick steps you can do to “take your financial pulse” and help make sure you stay financially healthy. Check Your …
If you’re filing your 2014 taxes and thinking, “why am I paying so much in taxes?” – Here are FIVE TIPS to help you take advantage of potential tax-saving opportunities that are out there. After all, “it’s not what you make but what you keep that counts” – so it’s …
We often get asked, what’s the difference between a Roth IRA and a Traditional IRA? There are several key differences. Here are THREE YOU SHOULD KNOW: Taxation. It’s basically a question of “now or later?”. With a Traditional IRA, you get a tax break today and you pay taxes later …
How to Be a Happy Retiree! By Laura F. Redfern, CFP® Fidelity conducted a survey of recent retirees and found that, while a majority of seniors reported that they were enjoying retirement, a whopping 57% said they “wished they had done more planning” in preparation for retirement. Sounds like a …
Taking the Fear Out of Finance with Laura F. Redfern, CFP® 7 Things You Should Know About… Roth IRA’s Brush your teeth, eat your veggies, contribute to your Roth IRA… most of us would agree these are good things to do. And yet most of us, if pressed, would also …
Making Life Less Taxing with David Featherston, CPA: Year-End Deadline for Roth IRA Conversion… Read All About It! This is the time of year to contemplate funding an IRA for 2013. You have until April 15, 2014 to fund an IRA, but you may wonder which type of IRA – …
Taking the Fear out of Finance with Laura Redfern, CFP®: 3 Things You Should Know About… GIVING THE GIFT OF EDUCATION College savings strategies can be complex, and should be customized to your particular situation. I hear a lot of questions about making educational gifts at this time of …
During this magical time of year, I hear a lot of questions about making educational gifts. So I’m breaking up my “3 Things You Should Know About…” blog into 3 parts to address the 3 Most Common Savings Gifts. Wednesday’s post, Part 1 addressed government savings bonds. Today, Part 2 …
Taking the Fear out of Finance with Laura Redfern, CFP®: On the first day of Christmas, my grandma gave to me… a contribution to a 529 college savings plan! OK, that’s probably not the version that you enjoyed singing as a child, but it could be a great gift idea, …
