In financial planning, there are basic practical matters to complete for every individual, couple or family. These include: tax returns, an estate plan, insurance protection, an investment plan, and a cash flow plan.
Tax returns: Are your tax returns current and complete? If not, make it a priority to take action to complete them. Retain tax papers in a simple file system so that your documents are in order and accessible for tax preparation at the beginning of each year. Organizing and preparing early supports easeful tax preparation. Continue Reading →