How to be More Efficient in Making Quarterly Tax Payments
With tax season upon us, many individuals and small business owners will soon be filing their taxes for the 2023 income year. Some will find, perhaps unexpectedly, that they are required to make 2024 quarterly tax payments due to not having enough withheld the prior year via an automatic withholding mechanism (paycheck withholding) or from their other sources of income including 1099 income, business income, retirement account withdrawals, etc.
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How to cope with Election Angst
Presidential elections have a way of creating angst and anxiety. This happens every four years and we always have many conversations with clients of all political persuasions about what, if anything, they should change in their portfolios due to the upcoming election.
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Small Business Owner? Get clear on who’s going to handle a new BOI required filing for 2024
Thanks to the Corporate Transparency Act of 2021, business owners need to file Beneficial Ownership Information (BOI) Reports starting January 1, 2024.
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California Homeowner’s Insurance crisis - What should you do?
Does the California homeowners’ insurance crisis have any hope?
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Long Term Care: who is going to take care of me when I get old?
Whether you are young or old, it’s crucial that all of us get familiar with what Long-Term Care involves, what it could cost you, and the resources available to you.
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The reinstatement of student loan payments, the SAVE plan, and what it means for you
Even if you don’t have student loans, please use this information to help your friends, children, or grandchildren.
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Government Shutdowns and Their Historical Effect on the Stock Market
Should you also be worried? It’s helpful to look at what has happened to the stock market during past shutdowns.
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What to know before you file for Social Security & Medicare
Are you thinking about filing for Social Security benefits and/or Medicare? Here are some helpful points to help you do a self-check to ensure your application process goes smoothly, so that you can avoid hiccups, and maximize your benefits.
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Helping Children Buy a Home: Look before you leap!
After completing post-childhood support goals of funding an education, wedding, or travel expense, being able to help a child purchase their first home is frequently a goal of our clients. For many families, it brings a sense of satisfaction in setting up their children up to achieve their own life goals. However, when done without the proper planning, it has the potential to create family and financial tension.
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1% Closer to Your Financial Goal Everyday
The 1% strategy has many applications to the process of growing wealthy, from saving more money to building a business or even getting a new insurance quote. These small victories, done consistently, do add up over time.
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