Carson Wealth
APRIL 25, 2024
Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits.
Tobias Financial
JUNE 19, 2023
Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.
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MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Take advantage of tax breaks. Be sure to take advantage of child and dependent care tax credits when filing your taxes.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. Assuming you are eligible, these accounts can be quite tax advantageous for your overall financial situation. TAX AND ESTATE PLANNING.
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document.
Walkner Condon Financial Advisors
JUNE 27, 2023
Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Review the documentation to understand what you might owe back to the employer. Health insurance. Unemployment insurance. Unemployment Insurance is there for you for times like this!
Walkner Condon Financial Advisors
JUNE 27, 2023
Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Review the documentation to understand what you might owe back to the employer. Health insurance. Unemployment insurance. Unemployment Insurance is there for you for times like this!
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