Taxes

Self-Employed Professionals Can Save Big on Taxes

Self-Employed Professionals Can Save Big on Taxes

By Joe Globensky, RFC®Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands.  You need to take advantage of whatever assistance is available, and this includes...

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3 Ways Charitable Giving Can Help Save Taxes

3 Ways Charitable Giving Can Help Save Taxes

By Joe Globensky, RFC® With two months remaining in 2020, there is still time to take advantage of several changes to charitable giving rules. While many of you likely contribute to charitable causes with or without the tax incentives, here are three ways...

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4 Key Changes in the 2017 Tax Reform Package

4 Key Changes in the 2017 Tax Reform Package

Did your paycheck increase in January? If you were like most people, due to the late passing of the Tax Cuts and Jobs Act (“TCJA”), it took until your second payroll of the year for your withholding to be adjusted for the new lower personal income tax rates.

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Recent Posts

Why You Should Consider Sending Your RMD Straight to Charity

By Joe Globensky, RFC®Reasons People Give to CharityThere are many reasons why people give money to charity:Giving to charity makes you feel good,Giving to charity strengthens personal values,Giving is more impactful than ever,Giving to charity introduces...

Tips for Late-Start Retirement Planning

By K. Bridget Schneider, CFP®, CRPC®Last month we suggested a few reasons early retirement planning is important.  That’s valuable information for Millennials, but what if you’re a Gen Xer?  You don’t need to feel like you’ve missed the boat.  For those of...

Self-Employed Professionals Can Save Big on Taxes

By Joe Globensky, RFC®Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands.  You need to take advantage of whatever assistance is available, and this includes...

A Few Reasons Early Retirement Planning Is Important

By K. Bridget Schneider, CFP®, CRPC®What is retirement planning?  Basically, it’s a process of determining how much money you’ll need in retirement and the steps to make that happen.  You identify future income sources, estimate expenses, implement a...

A Hopeful New Year Message

By Joe Globensky, RFC®“2020, we’re so glad you’re done, so we can all have an enjoyable 2021.” See what I did there? Now that my new year poetry resolution has been accomplished, let’s move on.REFLECTIONI wanted to spend some time over New Year’s weekend...

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