The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Tips for making filing easier To speed refunds and help with tax filing, the IRS suggests the following: Make sure you have received Form W-2 and other earnings … [Read more...]
Tax Filing Season Has Started
RMD Considerations
The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of throwing a wrench in your financial plans. It doesn’t have to be that way. This checklist covers important factors you need to know when reviewing your RMDs: What Issues Should I … [Read more...]
High Inflation Considerations, Retirement Investing Tips, & Urban Air
The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs What Issues Should You Consider When Dealing with High Inflation? High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to … [Read more...]
High Inflation Considerations
High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to address high inflation and to see if changes to your personal finances are needed: What Issues Should I Consider When Dealing With High Inflation If you need guidance on managing … [Read more...]
RMD Updates & SECURE Act 2.0, Estimating Retirement Income, Garden of the Gods
All great changes are preceded by chaos. -Deepak Chopra What issues should you consider regarding changes made by the SECURE Act 2.0? SECURE Act 2.0 implements several changes that may impact you. This checklist highlights the important changes that may affect your finances, identify some … [Read more...]