Daniel Colston, CFP®
Finance & accounting, Financial Freedom, Financial Planning, Investments, Life Planning, Tax Planning 0 Comment

Roanoke Financial Advisor Authors Book Entitled, “The Money Success Guidebook.”

Roanoke native and financial advisor Daniel Colston spent his time during the pandemic helping his clients make smart money moves, bringing on new clients who were wary of the market ups and downs, and writing the newly released book: “The Money Success Guidebook.” This book is your unique, definitive guide to growing your wealth and living the life you want. Financial planner and investment expert Daniel Colston shows you how to not only invest intelligently, but also how to maximize…

Daniel Colston, CFP®
Business plans, Finance & accounting, Financial Planning, Tax Planning, Tax Return 0 Comment

The New Tax Cuts and Jobs Act: Maximize Your Tax Refund This Year

tax return

Two certain things in life are death and taxes. And even though much can change in the tax system, the IRS will always be there to take their portion of your income. Much indeed has changed since the 2017 Tax Cuts and Jobs Act. Many Americans this year are seeing less of a tax refund or more of a liability than they were expecting because their employers withheld less taxes on their pay-stubs last year. In an effort to reduce…