Happy February! Spring will be here before we know it, but that means tax season is also on its way. If you procrastinated on your taxes last year, try to get a head start this time around. Taxes may be stressful, but giving yourself extra time will help you cut down on headaches and […]
Steps to Prepare for Tax Season
Happy tax season! Filing taxes may not be the highlight of your year, but they are a guarantee. Here are some tips to help you get the job done this April – and even give you a head start on next year’s taxes. Step 1: Gather Your Documents You know that you’ll be receiving a […]
How to Financially Prepare for 2016
2016 is almost here, and with a new year comes time for reflection about what went well — and what you’d like to improve for next year. Maybe you had a great year and followed your 2015 financial plan carefully. Maybe you didn’t make a plan and want to get on track. No matter where you […]
What You Need to Know About Backdoor Roth Conversions
As Benjamin Franklin once said: “In this world nothing can be said to be certain, except death and taxes.” Franklin’s right. As an investor, you’ll be paying taxes. But there are strategies to reduce how much you’ll pay, and that can make a big difference in the size of your portfolio when you retire. In […]