Tax filing season can be confusing and getting documents organized for your tax appointment is often the worst part. To make it easier we’ve prepared a Tax Appointment Checklist for ...
A newly designed Form 1098 gives the IRS more information, so be prepared to defend your deduction. In response to criticism that the IRS was not properly monitoring mortgage interest ...
We at Main Street Financial are happy to announce that Leo has just become an Enrolled Agent and is joining our tax preparation team. An Enrolled Agent (EA) is a ...
Our first step in the planning process described how to determine where you are now financially. In the second step we covered how to go about quantifying where you want ...
STEP TWO: WHERE DO YOU WANT TO BE IN THE FUTURE? (Creating an Income & Expense Statement for Your Retirement Lifestyle) Imagine yourself going to an international airport and taking ...
This is the second part of determining “Where Are You Now?” in the financial planning process. Our prior segment covered the Net Worth Statement, and this segment will cover the ...
Having a clear understanding of your present financial situation is absolutely essential if you hope to map out a plan for achieving future financial goals. You can get a good ...
Financial planning is merely a repeatable process that evaluates your current financial situation and seeks to map out a plan to realize the financial priorities that you are committed to ...
Points to Consider before Processing a Rollover [Note: Although this article refers to 401(k) plans, the same points apply to 403(b) and 457 plans] First, take your time and beware, ...
[Note: Although this article refers to 401(k) plans, the same points apply to 403(b) and 457 plans] If you have already landed a new job, you might want to check ...