January 2024
Tips to Navigate Tax Filing Season and the IRS: Be proactive and follow these steps to ensure accuracy and compliance
Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with proper preparation and a proactive approach, you can navigate the tax filing season with confidence. Here are a few valuable tips to help you effectively deal with the IRS…
Read MoreIRS Announces New 2024 Income Tax Brackets: Your advisor can help leverage these changes to impact your tax liabilities
It is crucial for individuals to engage in strategic tax planning with their financial advisors, particularly considering the upcoming changes to the standard deduction and tax brackets for the year 2024. These modifications, affecting filers who do not itemize their deductions, will only be reflected in the tax returns filed in early 2025. The Internal…
Read More5 money lessons you can learn from Martin Luther King Jr.
Source: Facet Martin Luther King Jr. Day falls on Monday, January 15 this year. It’s more than a day off from work; it’s a vital reminder of our country’s history and how it has shaped us into the nation we are today. This day honors the fact that no matter how much struggle and hardship…
Read MoreHow to Set Achievable Financial Goals for 2024
It’s time to set financial goals that are realistic and attainable. January is an ideal time to lay the groundwork for your financial success in the new year. It’s not just about setting resolutions but also about making practical and straightforward financial decisions. Here’s a guide to help you set achievable financial goals for 2024…
Read MoreA fresh start: 10 money management tips for 2024
As the calendar turns to a new year, it’s time to reflect on our financial habits and set the stage for better money management. Whether you’re looking to build wealth, eliminate debt, or simply gain a better understanding of your finances, the New Year provides a clean slate for financial success. In this article, we…
Read More