The Year-Round Tax Planning Calendar for Business Owners (What to Do Each Quarter)
A practical, quarter-by-quarter tax planning calendar that helps business owners stay compliant, reduce taxes, and avoid last-minute stress....
Tax Meeting Checklist: Documents Your Tax Pro Needs (Plus Questions to Ask)
Showing up prepared for your tax meeting can save time, reduce stress, and uncover valuable tax-saving opportunities. This comprehensive checklist outlines the documents your tax professional needs plus smart questions to ask to ensure an accurate return and better financial outcomes....
New Year, New Portfolio: 7 Investing Moves to Start the Year Strong
Calendar pages flip to January and resolutions fill notebooks, yet many investors overlook the most practical New Year's resolution available -: taking control of their investment portfolios through strategic moves designed to improve long-term returns. The start of a new year offers a natural checkpoint for portfolio assessment and adjustment, providing fresh motivation to address issues that might have developed over the previous twelve months while market conditions shifted and...
Can You Afford to Retire This Year? A January Self-Assessment Guide
Thinking about retiring this year? This January retirement self-assessment guide helps you evaluate income, healthcare costs, savings, and timing so you can decide whether retirement is financially within reach....