Typically, we interview CPAs prior to tax season to help listeners as they prepare their taxes. This year, however, we had a different idea: We interviewed a CPA post-tax season too. Jon Sluis, president of Intrust Solutions, sat down with our two advisors, Dennis Prout and Heidi Thompson, to discuss the after-tax math. Learn what worked for most in the 2018 season and what you’ll need to do in the coming year. We’ll focus a good portion of the show on solo entrepreneurs.
Do you feel it? Spring is HERE! Most days you can walk outside without a jacket, the grass is greener and there are buds on the trees. And Tax Day is finally behind us! It’s time for new beginnings, and a great opportunity to have a “spring cleanup” conversation.
That means we’re going back to the basics of financial planning, starting with the letter “B” for budgets. Then we’ll discuss ways to cut expenses, save for retirement and buy insurance.
Regardless of age, income or retirement status, it’s always good to take a second look and see where there is room for improvement.
We could do a weekly segment on Social Security alone. The stats are astounding:
That being said, let's chat more about it today on NEW Retirement Live!
Find out why 2019 is a key year for Social Security, how divorce affects your accounts, and when to choose between a lump sum or a bigger Social Security benefit.
Week after week, we talk about saving, saving, saving! So that one day you can spend, spend, spend! What if we talked about how to spend your money now? That’s the silver lining to Tax Day for those of you who are getting refunds. The IRS processed 26.9 million individual tax refunds as of February 8, the second week of tax season, and the average refund issued was $1,949. (cnbc.com)
Perhaps you’ve already decided what’s happening with that money. But in case you need more ideas, we want to help you!