Tax season can be stressful and frustrating even in the best of times; factor in a year full of uncertainty and it’s understandable if you want to stick your head in the sand and avoid it. We’re here to help! Here’s the trick: the better prepared you are, the sooner you can shake off that stress and forget about tax filing until next year. We’ve created a tax-preparation checklist to help you do just that!
We survived 2020, and now it’s time to transition to a new year and all it will bring! A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. As you enjoy this much-needed fresh start, take some time to think about your long-term plans and reevaluate your decisions, especially in the following key areas.
To say that COVID-19 has challenged our very way of living is an understatement. We’ve had to redefine how we work, how we gather and socialize, and how we spend our free time. Many of us have had to reckon with real fears of serious illness and economic hardship. So it’s unsurprising that most of us are eagerly awaiting the moment 2020 comes to an end.
2020 has been a challenging year for sure, as so many of us have endured hardships, disappointments and a longing for life to get back to “normal”. However, we come together at this time of year to remember what’s important and to be grateful for what we have. This year, in the middle of a global pandemic and a charged election season, we think it’s more important than ever to celebrate Thanksgiving and turn our minds to our many blessings.
If the pandemic has taught us anything, it’s to stop and evaluate our lives, get clarity on what’s essential, and turn our focus to what matters. Your financial security matters. And your mistakes have far-reaching consequences for your family, yourself, and your future. It’s crucial to get your mental game together and stop making these mistakes.
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the exact amount of those sizable assets we need can be tricky to pinpoint, especially with the glut of contradictory and overwhelming advice that often just leaves us confused.