Browsing Tag:taxes

What’s the big deal about ESG (Environmental, Social, Governance) Investing Right Now?

I’ve had a few friends and clients reach out and ask about ESG investing so I wanted to write a blog about its importance in the investing space right now. ESG is an acronym that stands for an approach to investing that focuses on investing only in companies that align with one’s values in terms of the company’s environmental, social, and governance policies. The governance piece is not to be confused with the U.S government, but is more the way…

It’s Tax Time–Let us help you with your return.

Did you know that in addition to being a financial planning firm we also offer tax preparation services? Our clients have benefited tremendously from this because we already know their tax situation and performing their return allows us to plan for taxes even more effectively. Maynard has been doing tax returns since 1994. Daniel just got his licensed tax preparer’s number and is excited about providing this valuable service to our clients. In addition, we made a valuable connection this…

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…