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Essential Tax Tips for IRAs

Mar 18, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...

The Smart Tax Planning Newsletter March 2024

Mar 27, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax...

The Smart Tax Planning Newsletter October 2023

Nov 8, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or...

The Smart Tax Planning Newsletter September 2023

Sep 26, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into...

The Smart Tax Planning Newsletter August 2023

Aug 28, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for...

The Smart Tax Planning Newsletter June 2023

Jun 29, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn this issue: Act Now to Qualify for your 2020 and 2021 ERC Money Claim Your 2020 Covid Sick and Family...

The Smart Tax Planning Newsletter May 2023

May 31, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningIn this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure...

Tax-Smart Strategies to Pay for College

May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...

The Smart Tax Planning Newsletter October 2021

Nov 1, 2021 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified...

11 Financial Tips to Make Caregiving Easier

Aug 5, 2021 | 2-Asset Protection, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Estate PlanningCaregivers generally tend to their elderly/disabled family members as a labor of love, but it can also...

6 Tips for Organizing Your Records

Aug 19, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Estate Planning If you got hit by a bus tomorrow, would your loved ones know how to access your important records?...

The Smart Tax Planning Newsletter Covid-19 Edition April 2020

Apr 27, 2020 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

The Smart Tax Planning Newsletter Covid-19 EditionEvery month we provide you with a fairly detailed review of several...

The Smart Tax Planning Newsletter – December 2019

Dec 16, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

The Smart Tax Planning Newsletter December 2019 Every month we provide you with a fairly detailed review of several...

The Smart Tax Planning Newsletter – November 2019

Nov 18, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...

The Smart Tax Planning Newsletter – October 2019

Oct 25, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Long-term Care Insurance, Newsletter

The Smart Tax Planning - October 2019 Below is a fairly detailed review of several important Tax Topics. I will...

Monthly Tax Newsletter – August 2019

Aug 21, 2019 | Newsletter

Tax Tips August 2019 Below is a detailed review of several important tax topics. I provide you with a similar synopsis...

Monthly Tax Newsletter – July 2019

Jul 22, 2019 | Newsletter

Tax Tips July 2019 Below is a detailed review of several important tax topics. I will continue to provide you with a...

10 Tips For Maximizing Financial Aid

Jun 2, 2015 | Blog Posts, College Planning

College PlanningFinancial Aid, scholarships, gifts, grants, stipends, they call all be free money and dramatically...

Financial Edification

Feb 24, 2017 |

Educational BlogFinancial EdificationLatest NewsBrowse All Articles, Videos, PodcastsBrowse By Element

2024 Key Financial Data Guide

Jan 15, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...

Cybersecurity Monthly Newsletter September 2023

Sep 20, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to...

A Handy Checklist for Year-End Planning

Dec 12, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may...

How to Pay for Long-Term Care: 8 Strategies

Nov 9, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...

Why Open a 𝙢𝙮 Social Security Account?

Apr 20, 2022 | Blog Posts, Financial Edification, Newsletter, Retirement Planning, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security...

Cybersecurity Monthly Newsletter February 2022

Feb 28, 2022 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates...

2022 Key Financial Data Guide

Jan 14, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your...

4 Ways to Evaluate Financial Aid Letters

Aug 30, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate...

Cybersecurity Monthly Newsletter April 2021

Apr 29, 2021 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements

Asset ProtectionIn this issue: Hack-Proof Your 401(k) Account Savvy Cybersecurity Actions Cybersecurity Shorts...

Monthly Client Newsletter December 2020

Jan 19, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan

Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and...

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