Tag Archives: tax planning

Saving for retirement to sustain your standard of living is a continual effort to prevent your quality of life from declining in later years. Unfortunately, for many retirees, this goal can be difficult to achieve. Even with planning, 52% of working-age households may not be able to sustain their lifestyles in retirement.1 You can take […]

Saving money before and during retirement so their standard of living doesn’t suffer is important for many retirees. Unfortunately, many Americans aren’t saving nearly enough and are falling short of setting aside adequate funds to support their retirement needs. The average retirement savings for people aged 56-61 is only $163,577. Meanwhile, retirees can spend nearly […]

There’s more to do than plan your New Year’s party – the final days of the year are an important time to take a good look at your finances. Financial professional Mindy McIntosh talks with WSMH FOX66 Profitt Report about five smart money moves to make before the New Year that will help your finances […]

Tax season is swiftly upon us! The IRS estimates that 20 percent of taxpayers who are eligible for the Earned Income Tax Credit (EITC) fail to claim it, which could mean the difference between getting ahead or staying in the red in 2017. The added complication to this common oversight is that new tax law […]

We’re in the midst of the holidays, travels, family gatherings, and more. And though life is busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today to help you minimize your […]

For many people, the best part of tax planning is dreaming how to spend their tax refund. Rather than spending the money on a one-time splurge, there are ways to make the money work for your benefit all year long. Financial professional, Mindy McIntosh, shares some ideas with WJRT ABC 12.