Tax issues can be stressful. No matter the circumstances—a family or health emergency, an unexpected work trip, an unorganized filing method—sometimes you just need more time to file your taxes. And sometimes, even if you managed to file your taxes on time, you...
Rob Yeend
Don’t Be Fooled by These Common Retirement Misconceptions
When it comes to saving for retirement, it’s important to remember that standard retirement savings advice is not one-size-fits-all. Be aware of the following common misconceptions so you can meet your savings goals with clarity and confidence. The 4% Rule is...
How to Make a Retirement Distribution Plan for Long-Term Financial Security
With some strategic planning you can establish a game plan for withdrawal designed to provide the income you need to fund your retirement without the fear of running out of money. Some of these strategies, discussed below, will even help you stay ahead of inflation....
How to Keep Assets Safe for Heirs
The notion of estate planning can seem overwhelming, but creating a plan is vital to ensuring your money and assets go to your intended heirs without getting hit with maximum taxes. Read on for tips to keep your estate safe for intended heirs. Draft a Will Creating a...
How to Keep Your Financial Goals on Target
Goal setting is essential to achieving any financial milestone. For many people, however, just setting the goal isn’t enough. Burnout, temptation, unplanned roadblocks, etc. all play a part in diverting us from our financial goals. Below we’ll go over some simple...
Changes Coming for QuickBooks Desktop Users
If you are a QuickBooks desktop user, this article may be of interest to you! This content is a courtesy to our QuickBooks Desktop Users to help keep you informed of some upcoming changes. Effective with the release of the 2022 QuickBooks Desktop Version, QuickBooks...
Life After Debt: Take These Next Steps for Long-Term Financial Security
Paying off debt is a major step in obtaining financial security, but what’s the next right step toward that goal? Read on for actionable tips to help create a solid financial plan that will keep your finances trending in the right direction. Keep Budgeting Even when...
