Keep updated on your responsibilities during tax season - March 20, 2024

Your Financial Future             Many people are in the process of collecting all of their 2023 tax information so that they or their tax preparer can get the return filed by April 15th. It is important to have accurate records especially for tax payers who operate businesses.             Sometimes a second tax return will try […]

Take some tips from Warren Buffet - March 13, 2024

Your Financial Future             Warren Buffett is widely recognized as one of the best overall investors in America. Buffet’s company Berkshire Hathaway routinely out performs leading indices. Berkshire is a conglomerate. That was a term that had a bad connotation in the 1980s, but this is not the case with Berkshire. They are major stock […]

Careful attention can prevent woes during tax season - March 6, 2024

Your Financial Future According to the IRS, many taxpayers spend about 13 hours preparing their tax return. More specifically, the IRS says that the average nonbusiness taxpayer spends nine hours preparing a tax return, which includes three hours of record keeping. For taxpayers who file a business return, expect around 24 hours, with about half […]

Be prepared if you hit lottery jackpot - February 28, 2024

Your Financial Future             Did you ever dream of hitting a huge lottery jackpot? You might get a chance this week because the two lottery prizes are both over $650 million. What would you do if you won all this money? Have a plan. This planning really starts after you win because the odds are […]

Looming Changes at death of spouse - February 21, 2024

Your Financial Future             While most Americans face different financial challenges, one of the most significant is when a woman becomes a widow. The average age that this occurs is about 58-years of age. This age is calculated by the US Census Bureau. While many of the issues we will be discussing also apply to […]