Posts Tagged ‘tax planning’
Financial Planning Considerations after Job Loss
How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job.…
Read MoreMake 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…
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