5 Questions to Ask as You Begin Your Tax Planning

Paul FennerTax Planning

While I often talk to people about how tax planning should be year-round, it obviously gets the most attention at the beginning of the year when tax preparation begins in earnest. Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on 401(k), IRA, or both?  If you … Read More

How to Make the Most of Year End Tax Planning

Paul FennerTax Planning

Financial Future Control

There should be three times per year when tax planning should be front and center of your overall wealth management plan; Beginning (January/February), middle (June/July), and the end of the year (November/December). Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on 401(k), IRA, or both?  If … Read More