Understanding Structured Notes
Understanding Structured Notes Whitepaper_1
26
05, 2022
3
05, 2022
10 Things to Do with Your Tax Refund
WHAT TO DO WITH YOUR REFUND: Start an emergency fund - It is recommended that you have 3 to 6 months living expenses set aside for emergencies. What is you got hurt tomorrow and could not work? How would you pay your bills? What if your car breaks down? Using your refund to create [...]
10
12, 2021
Women and Divorce
Divorce can be a very emotional time. It is important to not ignore the impacts on you financially. Divorce can devastate your retirement plan but you need to be proactive and take action. Here is a good article from MSN that can provide helpful information and tips. Remember, I am her for you or someone [...]
25
10, 2021
In Depth Tax Analysis
People are asking what can I expect from an in depth tax analysis strategy session. Well, you first will see what tax bracket you are in and where the next cut off is so you can plan for filling that tax bracket. You next will find out what deductions and credits you qualify for plus [...]
5
10, 2021
October Market Update
In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Monthly Economic Update Presented by Carla Merlak, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate [...]
5
10, 2021
End of the Year Money Moves
End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2021. Provided by Carla Merlak What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you [...]
19
07, 2021
How to Save Money with Lake in the Hills Retirement Tax Strategies
Pay Fewer Taxes in Retirement with These Lake in the Hills Retirement Tax Strategies We all want to enjoy our retirement, but how do you get the most joy out of it? Many retirees think it’s as simple as saving up enough money to live comfortably. And while saving enough is part of it, people [...]
22
06, 2021
9 Awesome Reasons You Need Lake in the Hills Tax Services
Take the Stress Out of Tax Season with Tax Services in Lake in the Hills! What is your least favorite part about doing your taxes? Is it how long it takes to do them, or is it the uncertainties that arise along the way? Of course, the looming presence of the IRS is also never [...]
9
06, 2021
Payments for the new $3,000 child tax credit start July 15
The IRS is set to begin advanced payments of the enhanced child tax credit (CTC) on July 15, and 88% of families with children in the U.S. will get the benefit automatically, the agency recently announced. The enhanced credit, a component of President Joe Biden’s American Rescue Plan (ARP), increases the existing tax benefit eligible [...]
3
06, 2021
IRS begins correcting tax returns for unemployment compensation income exclusion
The Internal Revenue Service will begin issuing refunds this week to eligible taxpayers who paid taxes on 2020 unemployment compensation that the recently-enacted American Rescue Plan later excluded from taxable income. The IRS identified over 10 million taxpayers who filed their tax returns prior to the American Rescue Plan of 2021 becoming law in March and [...]