When it comes to financial planning there is no one-size-fits-all option. As individuals, we all have different goals and objectives based on things like kids, marriage, work, age, and a host of other variables. When sitting down with your tax and/or financial advisor, it’s important to understand your asset allocation and what types of tax-deferred accounts you may have.
Hints of Spring are starting to pop up and March Madness is just around the corner and all this can only mean one thing…income tax season is upon us. Whether you are receiving a W2 or 1099 or filling out a Schedule C or a Schedule A, there is a flurry of forms that you are receiving, sending, filling out, and signing for the IRS.