by Joe Lind | Mar 12, 2025 | Financial Preparedness
Organizing your financial life begins with getting your records in order. But managing the constant flow of new documents, while also retaining the old, can feel overwhelming. Left unattended, pay stubs, financial statements and tax forms can quickly pile up. Here’s...
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 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
by Joe Lind | Jan 16, 2025 | Financial Preparedness, Uncategorized
It is a little late for Christmas gifts but you can ALWAYS give the gift of knowledge. When someone like you shares their knowledge with others, it can have a strong and positive effect. Examples of trusted resources include but are not limited to:...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
