Speaking of Taxes...
Like every year, I took a deep cleansing breath when I submitted our tax return last month. In the good ol' days, I could get the job done with Turbo Tax, a box of receipts and quite a bit of patience. For the last several years, I've enlisted the help of a professional and have been delighted with the experience!
Whether you got the refund you were expecting or found you had a balance owing, what you do after tax day can have a positive effect on your overall financial health.
In examining all the documents involved in completing your taxes, you get a clear picture of where you stand. The next step is to apply this knowledge as you plan your financial affairs. By taking control and actively engaging in the process, you'll be better prepared to embark on the future with confidence.
That’s where we can help. Together, we review what you’ve organized, establish a strategy and get you closer to your long-term goals. For example, I don't think I'm taking too wild a guess to say taxes will be going up in the future. With the very favorable Trump Tax Code in effect until December 2025, now is the time for a Roth conversion or other tax mitigation strategies. Call us at 816-931-0375 so we can discuss your options.