Your Pathway to Success

Taxes

What Should You Keep?

 

What Should You Keep?

Even with less itemizing, there are still tax documents you want to retain for years to come.

 

Provided by Exemplar Financial Network

 

bigstock-Messy-Papers-131269.jpgFewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.

After Tax Organization in Four Simple Steps

After Tax Organization in Four Simple Steps

by Exemplar Financial Network


Now that you have filed your taxes and have put your financial records for 2015 behind you, what do you do with all of that paperwork?  And how do you stay organized throughout 2016 so that next year’s filing is a snap?  Taking a few simple organizational steps now and sticking with them for the next few months will make a big difference when you file next year.

What Should You Do With Your Tax Refund?

What Should You Do With Your Tax Refund?

 

A few possibilities to consider.

 

Presented by Exemplar Financial Network

 

bigstock-Tax-Return-Check-3982587.jpgWill you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to consider:

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

The Humorous Side of Retirement – Part 2

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed being retired.

“Two weeks is about the ideal length of time to be retired.” – Alex Comfort

What Should You Do With Your Tax Refund?

What Should You Do With Your Tax Refund?

 

A few possibilities to consider.

 

Presented by Exemplar Financial Network

 

bigstock-Confused-businessman-standing--small.jpgWill you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to consider:

 

The Humorous Side of Retirement

 

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed retirement.

“The best time to start thinking about your retirement is before the boss does.” - Anonymous

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

Will You Have to Pay Back Health Insurance Credits?

Will You Have to Pay Back Health Insurance Credits?

 

Millions of taxpayers may end up doing so in 2015.

 

Provided by Exemplar Financial Network

 

bigstock-Insurance-small.jpgIf you received a 2014 health insurance subsidy, you may get an unpleasant surprise. When the Health Insurance Marketplace (HIM) went online in late 2013, Americans shopping for coverage were asked to see if they qualified for a subsidy called the Premium Tax Credit. Millions of Americans did receive this federal assistance, which made it easier for them to pay health insurance premiums. PTCs were awarded based on household size and estimated 2014 household income.1

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

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