Posts Tagged ‘tax planning’
Make Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Read MoreWhy your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give,…
Read MoreTax Planning Strategies in the Real World
Each Spring all of us participate in the wonderful ‘exercise’ of completing our taxes and submitting them to Uncle Sam. Every year we wonder if there are any strategies that…
Read MoreTax Planning Strategies for Retirement: A Case Study
“Tax planning” sounds like something mysterious done only for the Rockefellers or Carnegies. In reality, it’s an important part of every financial plan. In an effort to make this typically…
Read MoreKnow Your Numbers: A Guide to Financial Health
Last month I was required to complete a “Wellness Screening” as a part of my annual health insurance enrollment. The goal of the screening was to measure my cholesterol levels,…
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