Running your own business, or working as an independent contractor, introduces unique elements that can be difficult to factor into your personal financial plan. Some of the common issues that a business owner or independent contractor should consider are included in the checklist below: Ways … [Read more...]
Business Owners or Independent Contractors
Estimated Tax Payments
Income tax planning is critical to your financial success, but navigating our complicated federal “pay-as-you-go” income tax system can be difficult. Adding further complexity, you must understand and adapt to frequent changes in tax laws and in your personal circumstances. Each tax year, it is … [Read more...]
Health Insurance Through the Marketplace
Health insurance coverage is often a primary concern for those who are retiring early. Understanding the different available options, and weighing the pros and cons of each, can be a complicated and stressful process for early retirees. To help, we have provided this “If I Retire Early, Should I … [Read more...]
Documents for 2023 Tax Returns
Filing your taxes is never fun. Whether you are working with a tax professional or preparing your tax returns on your own, getting your tax documents pulled together can be stressful. This checklist covers the key issues to consider when preparing to file your tax return, such as: Documents … [Read more...]
Start of the Year Considerations
The beginning of the new year is the perfect time to consider the various factors that influence your financial plan. Incremental changes that occur over the course of many years may not seem very meaningful, but over time they can result in significant changes to your financial circumstances. We … [Read more...]