Where is Your Money Taking You?


Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!

Posts — Category: Tax Planning

2021 Tax Return Deadlines
Retirement PlanningTax Planning

Important Tax Return Deadlines for 2021 Returns

Here is an overview of deadline dates, return types, dates to receive your forms, extensions, etc., and a brief description with helpful tips.   Make sure you adhere to the deadlines

1035 Exchange
Tax Planning

What Is a 1035 Exchange?

According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of factors, these individuals may find

Tax Efficiency
Retirement PlanningTax Planning

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?