by Joe Lind | Feb 27, 2025 | Financial Preparedness
It is that time of year…AGAIN! Tax filings are due and most people wait far too long to get ready. Here is a quick check list of things to start thinking about now. You and your accountant will be happy you started early! Gather inventory of all your tax-related...
by Joe Lind | Feb 25, 2025 | Financial Preparedness
Fraudulent activity rises dramatically during tax season. And with the continued increase of electronic filing, it’s important to watch out for one type of fraud, in particular: tax identity theft. Tax identity theft is a scam in which bad actors steal the...
by Joe Lind | Feb 20, 2025 | Retirement
Life gets busy, and let’s face it—old 401(k)s can easily slip through the cracks. Maybe you changed jobs, moved on to bigger opportunities, or just got caught up in the hustle. If this sounds familiar, you’re not alone. Millions of people leave behind retirement...
by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
by Joe Lind | Feb 12, 2025 | Retirement
The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...
