Why Trust a Financial Planner with Your Future?

Do you have a financial advisor? Not only should you have a retirement strategy and include retirement savings as part of your household budget, but you also should have professional advice to help you get the most for your money. 

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How to Claim Stimulus Checks on Your 2020 Tax Return

 

The deadline to file your taxes for 2020 has been extended to May 15, so there is still time to map out your tax strategy. One area of ongoing confusion is how to claim stimulus checks. Everyone received two or more government stimulus checks in 2020 to help with expenses during the pandemic, but do you need to claim those checks as taxable income?

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How to Have Confidence in Your Retirement Investing Strategy

 

There are many ways to save for retirement. When choosing how to save, you want your retirement savings to be secure and yield a maximum return on your money, In addition to simple savings and individual retirement accounts (IRAs) that have a fixed interest rate, you should include a retirement investment strategy as well.

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Tax Planning with Dependents: Where to Start and What Not to Miss

Thanks to the pandemic, we have an extra month until we have to file taxes for 2020, so there is still time to refine your tax strategy. Don’t forget to include your kids in your tax planning. The rules change when tax planning with dependents, so it pays to review the tax regulations centered around claiming your children or other relatives as dependents.

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Work-from-Home Tax Deductions to Consider

These days there is nothing novel about working from home. Since the pandemic began, 88% of organizations have mandated or encouraged employees to work from home to minimize the risk of contagion. And the number of stay-at-home workers will remain high even after the pandemic. According to a PwC survey, 78% of CEOs say remote work will continue post-COVID-19.

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4 Top-of-Mind Retirement Planning Tips to Know Now

When balancing the household budget every month, how much are you setting aside for retirement? Retirement planning should be the foundation of your financial strategy. In addition to paying for housing, food, and other bills, you should allocate enough money for retirement savings so you will be prepared when you are ready to retire.

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Marriage and Money: 8 Financial Tips for Couples Before Saying 'I Do'

You found the love of your life and you can’t wait to get married. However, you don’t want to get so caught up in your wedding plans that you fail to lay a solid foundation for your future together. Talking about money before you tie the knot is one way to avoid future conflict. Conversations about money are always awkward, but laying your financial cards down on the table before you get married is always a good idea.

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How to Save Money on Necessities

Do you maintain a household budget? Everyone should, but only one-third of Americans actually keep a formal budget. Not only is the purpose of maintaining a household budget to track where your paycheck goes each month, but it’s also to help you save money. As soon as you start tracking where your money goes, you can start to identify spending patterns, including areas where you may be overspending. You can even find ways to save money on necessities such as food, utilities, and transportation.

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Saving Your Way to a New Home

Have you always dreamed of owning a home but felt you couldn’t afford it? There are many possibilities, and owning a home is within reach! Chances are that even with your current household budget, you can put aside enough savings for a down payment on a house in one or two years, maybe even less. It’s all a matter of how you manage your money.

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Tips on Building a Family Budget

Is life really cheaper by the dozen? It seems the only case where that saying is true is at the grocery store when buying a carton of eggs. Turns out, life gets more expensive when families expand. Plane tickets multiply during summer vacation, birthday presents double in size, and the need for laundry detergent skyrockets after soccer practice. Kids have so many hobbies these days, it’s hard to keep up and stay within budget.

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