Your Pathway to Success

Blog

Getting a Jump on Tax Season

Getting a Jump on Tax Season

 

What should you bring to your preparer?

 

Provided by Exemplar Financial Network

 

bigstock-Tax-Concept-small.jpgYou can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in filing your 1040 well before April 15. You can get it out of the way earlier, and if you e-file, you can put yourself in position for an earlier refund.1

   

What should you gather up for your CPA? If you want to save time and possibly money along with it, come to your preparer’s office ready with the appropriate paperwork. If you own a business, that list includes all W-2s and 1099-MISC forms you get from clients, any 1099-INT and K-1 forms displaying interest income, your Schedule C and P&L reports, and any and all paperwork you can round up detailing your expenses – your personal expenses too, not only business costs but also any tuition, medical and miscellaneous ones. If you have made charitable contributions worth itemizing, that paperwork needs to reach your preparer. The same goes for documents detailing mortgage interest, other forms of interest paid, and any tax already paid.2

 

Yes, Young Growing Families Can Save & Invest

Yes, Young Growing Families Can Save & Invest

 

It may seem like a tall order, but it can be accomplished.

 

Provided by Exemplar Financial Network

 

bigstock-Portrait-Of-Hispanic-Family-small.jpgPlan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for the long term. Where does “saving and investing” rank on that list?

 

For some families, it never quite ranks high enough – and it never becomes the priority it should become. Assorted financial pressures, sudden shifts in household needs, bad luck – they can all move “saving and investing” down the list. Even so, young families have planned to build wealth in the face of such stresses. You can follow their example. It is less an option than a necessity. 

   

Financial Fitness

FINANCIAL FITNESS

Six things you can do to get in shape financially.

 

Provided by Exemplar Financial Network

 

bigstock-Financial-health-of-the-dollar small.jpgHave you looked at your finances lately? There’s no wrong time to take a closer look at your financial health. Why not start today? Here are several things you may want to do:

What's Fueling the Drop in Oil Prices?

What’s Fueling the Drop in Oil Prices?

 

How long will it last? Who wins & loses from it?

 

Provided by Exemplar Financial Network

 

bigstock-financial-seminar small.jpgOn the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who does this development hurt and benefit?1

How Women Are Planning Their Financial Futures

How Women Are Planning Their Financial Futures

 

From assorted survey data, an interesting snapshot emerges.

 

Provided by Exemplar Financial Network

 

bigstock-Future-dreams-of-a-woman-small.jpgWomen are taking action to approach retirement with greater confidence. Some recent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also with considerable motivation.

 

One of the key motivations, it seems, is receiving financial advice.

 

Your Annual Financial To-Do List - 2015

Your Annual Financial To-Do List

Things you can do before & for 2015.

 

Provided by Exemplar Financial Network

  

bigstock-Blank-To-Do-List-27249434.jpgWhat financial, business or life priorities do you need to address for 2015? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the pursuit of those goals as well.

 

Holiday Wrap-Up - 2014

A look back at 2014 thus far
Presented by Exemplar Financial Network

Tax Perks of Year-End Charitable Gifting

Tax Perks of Year-End Charitable Gifting

Help the causes you care about & help your finances in the process.

 

Provided by Exemplar Financial Network

 

bigstock-charity-raise-money-to-help-do-small.jpgAn opportunity for you to give & save. As 2014 ends, you may be considering making one or more charitable gifts. In most instances, they are tax-deductible with benefits for the donor as well as the recipient.

 

The Holiday Shopping Has Begun

The Holidays Are Coming

Here are some out of the box ways to avoid stress on your pocketbook

Presented by Exemplar Financial Network

 

bigstock-Piggy-bank-with-Santa-Claus-small.jpgThe holidays are coming.  Gift giving, relative  kissing, card sending and credit card spending are about to commence.  For many of us, the holidays add additional stress not just to our psyche but to our pocket books as well.  If you find yourself saying, “This year will be different, I will not stress myself out by overspending.”  Then, it’s probably time to put a plan into action on how to accomplish that goal.

Here are some very practical ideas for saving a couple of dollars and your sanity during the holidays:

Accentuating the Positive

Accentuating the Positive

Retiring? Saving for retirement? Here’s some good news.

 

Provided by Exemplar Financial Network

 

bigstock-think-positive--motivational small.jpgAre 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for the future.

 

There’s no denying this, but the media is giving short shrift to other, more positive developments that may be improving the economic and retirement outlook for many Americans. Here are a few worth noting.

Meet your team

Have you met your team?

We have a wealth of experience in the financial services industry.

Syndicate content

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY. 

 

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved