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What Is the Optimal Tax Refund Amount?
Tax season often sparks conversations about refunds—whether it’s bragging rights over who got the biggest one or complaints about having to pay the IRS. But what if there’s a “perfect” tax refund amount? Is there an ideal figure you should aim for when it comes to getting …
Winning in 2025: Tax Strategies for a Thriving Year
Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.
Strategies to Help Finish the Tax Season Strong
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …
Tax Planning Checklist
Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
Your 2025 Tax Update: What’s Changing for Your Money
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, o …
Mastering Financial Planning with the Bucketing Approach
When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future.
Back 2 Basics
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …
A Time to Reflect, Reset, and Refocus: Setting Your Financial Goals for 2025
As we approach the end of 2024, it’s a natural time for reflection and planning. This year, with its ups and downs, has been a learning experience for many—financially, emotionally, and professionally. With 2025 just around the corner, now is the perfect opportunity to reassess your f …
Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
2025 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.