Step by Step Guide To Review Your Tax Return From Last Year
You’ve filed your tax return. What’s next? Make sure to look back at your return carefully to help plan for the year ahead!
What are you looking for today?
Whether you’re wanting to plan a sabbatical, currently on one or returning from an extended break,
these resources are made to support you.
You’ve filed your tax return. What’s next? Make sure to look back at your return carefully to help plan for the year ahead!
Benefits can play a big role, yes, but please don’t let them be the reason you don’t take the sabbatical you’ve been dreaming of. Let’s understand what you have so you can be savvy about (and prepared for) leaving some of those benefits behind!
Getting your financial team in place can help you feel more confident in your tax reporting and can help avoid costly mistakes. If you think you might need someone to help with your taxes, but you don’t know who or when to ask, this is for you!
It’s that time of the year again… Your mailbox has been filling up with tax documents and you may be asking yourself what the heck they’re all for. Don’t worry, we’re here to help!
We are here to bust the myth that traveling is only for the wealthy, with some practical and realistic tips on how to budget for your perfect trip. Chances are, it’s far more possible to travel than you think!
Simply put, a money date is an intentional, scheduled time to spend understanding and planning your finances. If you don’t schedule money dates yet, now is time to start!
Sabbatical: a break to PREVENT the damage stress can cause rather than fixing it afterward
As you search for and work with a financial planner, here are a handful of mistakes you can avoid so your sabbatical planning experience really is about planning for YOUR dream.
The beginning of the year is a great time to review your contributions to your employer retirement savings plan because it’s when the annual contribution limits reset. It’s also often when any raises go into effect. And you’re in a new tax year.
But how can you properly review it? Here are some things to look for!
Did you know that December 31st is the deadline for Roth conversions, tax loss harvesting, and employee contributions for self-employed plans?
Here is what it means for you and how it relates to sabbatical planning!
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