This newly updated and designed 2021 Tax Planning eBook can be a valuable resource to stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.
Use our eBook to make end-of-year preparations, understand the complexities of filing taxes in early 2021, and tips for looking ahead to future tax preparations.
Younger generations have very different personal finance and investing priorities than their parents.
Use our eBook to navigate the world of investing and personal finance, and help you start thinking seriously about your financial future.
Many pre-retirees struggle to balance living a life they love in the present while also saving for the future.
Our "The Great Spending Balance" eBook outlines the top 3 expenditures that typically impact your ability to plan ahead:
Use our eBook to get a head start investing while ensuring that you are enjoying the road to retirement.
Keep up with your financial needs, while avoiding common (and expensive) retirement mistakes.
Our "Take Charge of Your 401(k)" eBook will cover:
Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes. Even if you are choosing to work with a tax professional, you are still responsible for making sure you correctly file all your financial details.
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.
“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.