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Even though we are coming up to the last quarter of the year, there is still plenty of time to make a few simple tax friendly moves that could be financially rewarding for you.  Following are 5 simple moves to consider.
 

The IRS is estimating that over 100 million people will receive a tax refund in 2016 out of an estimated 150 million tax returns to be filed.  Chances are pretty high you will receive a tax refund so the next question is what will you do with it? 
 

Categories: Money Matters, Planning, Taxes

Even though 2015 is coming to a close quickly there is still time to make several smart financial moves that can make a big impact on your financial situation for 2015 and beyond. There are several different aspects of your life that can be impacted with a few quick financial actions before the end of the year.

Before December 31 arrives, there is still time to take advantage of a few tax saving strategies! Check out 5 tax tips below.

Categories: Insurance, Planning, Taxes

If you’re an employer looking for a manageable way to offer your employees health care benefits while keeping costs under control, you may want to consider health savings accounts. 

Categories: Business, Finances, Taxes

As a small business owner, the idea of tax planning may seem overwhelming and can sometimes even get ignored. But if you’re able to put into practice some good tax planning habits and even meet with a tax advisor quarterly, you’ll find that you can take advantage of provisions, credits, and deductions that may considerably reduce your taxes. Below are just a few items to think about as we near the close of 2015.

Categories: Money Matters, Planning, Taxes

Unless you have filed an extension, everyone’s personal tax returns were due April 15th.  So this makes now a great time to assess your tax situation so you can make adjustments to improve your tax situation for 2015.  We really should never just have tax planning on auto pilot.  Financial circumstances are always changing and most often, these changes have an impact in our tax situation.

Categories: Financial, Money Matters, Taxes

2014 is almost over, yet there is still plenty of time to take a few financial actions that could have a big impact on your 2014 financial condition.  There are a handful of smart decisions to consider making before the end of the year.

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