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Another Silver Lining to Investing in an IRA

By on March 19, 2013 in Achieving Financial Independence, Balanced Living, Estate Planning, Goals-Based Planning, Post-Retirement Planning, Tax Planning, Uncategorized

This is the time of year you will hear much about IRAs (Individual Retirement Accounts) This is because an IRA contribution is the last tax deduction you can still create for your 2012 tax return to make a pretax IRA contribution (provided that you not eligible for another form of retirement saving, ect 401k defined benefit [...]

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Join us for Fiscal Cliff Tax Planning Webinar – Click to Register

By on November 26, 2012 in Estate Planning, Policy and Your Money, Tax Planning

Brad Rosley, CFP® & Ann Gunst, CPA, CFP® will be presenting strategies to help investors keep more of what they earn and the federal tax laws are set to change.  “It’s not what you make, but what you keep that counts.” Space is limited. Date: Wednesday, December 5, 2012 Time: 10:00 AM – 10:30 AM [...]

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Planning a Softer Landing from the Fiscal Cliff-Featured Article from Jeff Singer CPA

By on November 20, 2012 in Achieving Financial Independence, Balanced Living, Tax Planning

  Get Life Planning Today delivered by email Featured Article from Jeff Singer CPA It would be an understatement to say that planning in today’s environment is challenging. We hear about the ominous fiscal cliff and the unwanted effects of sequestration. Our leaders believe they can reach a common ground to get an effective plan [...]

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Tax Time!!!

By on November 22, 2011 in Tax Planning

Its tax time!!!  Almost as exciting as cleaning out your sock drawer, it’s time to start planning for any year end strategies that will minimize your 2011 tax bill. The ultimate goal: take actions in the next several weeks that will cement money saving deductions and credits when you ultimately file your 2011 tax return.  [...]

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