Browsing Tag:Financial planning

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…

Win With Money in 2019: Discovering the “Why” Behind Managing Your Finances Well.

purpose

The reason I love my job is not because I love spreadsheets, formulas, or ratios, although I enjoy the technical aspects of my job just like a barista enjoys knowing the difference between French and Italian roasts. The real reason I love my job is not because I help rich people get richer, although certainly I do that. The real reason I love my job is that I help people achieve their dreams and that’s what this post is about—engaging…

The Benefits of a Financial Plan

Financial planning guards against pitfalls. Unfortunately, no one is free from risk and you could lose all your assets by investing poorly, failing to have the proper insurance products, or by exposing yourself to too much risk. Financial planning looks at your entire situation and protects you from these nuclear threats. Your financial health is only as strong as its weakest link. Financial planning increases your chances of success in the future astronomically. Nothing is sure to destroy your future hopes…