How the $?#! do I fill in my W-4???

By |2020-08-13T15:02:44+00:00August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

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Making Your Estimated Tax Payments Online

By |2018-03-16T03:34:08+00:00June 14th, 2017|Categories: Single Point of View|Tags: , , |

With tomorrow being June 15th, we wanted to update this post from last year as a reminder to pay your quarterly tax estimates.  Below are the links to simplify things and make these payments online. For many of us who have income that is not subject to tax withholding (for example: earnings from self-employment, interest, dividends, [...]

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Big Planning Opportunity with Health Savings Accounts

By |2018-03-16T01:39:37+00:00May 1st, 2017|Categories: Single Point of View|Tags: , , , , |

In short: fund it and invest it, don't use it.   Potentially, the best way to use your Health Savings Account (HSA) is to maximize the funding of it, but, instead of using the funds year-by-year to cover your out-of-pocket health care expenses, invest the funds and allow them to grow for the future.  The reason [...]

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