by Kristian Finfrock | Jan 8, 2021 | Kristian Finfrock, Tax Planning, Uncategorized
It is never too early to start preparing for tax season. Tax returns for 2021 are a reflection of the entirety of 2020, so there is obviously a lot of data to collect. Some tips can also help you maximize your tax refund and deductions to ensure you are getting...
by Kristian Finfrock | Dec 9, 2020 | Investment Planning, Kristian Finfrock, Tax Planning, Uncategorized
The holiday season invokes in all of us the spirit of giving. That feeling makes this time of year ideal for charitable donations and philanthropy. While most organizations encourage donations year-round, the holidays are a time of great need among vulnerable...
by Kristian Finfrock | Nov 10, 2020 | Investment Planning, Kristian Finfrock, Uncategorized
Once you begin retirement, you start to dip into the money you accumulated over the years. For some people, this may not be enough for them to live a stress-free and desirable retirement. Although you had plenty of time to accumulate funds, it can be difficult to...
by Kristian Finfrock | Oct 8, 2020 | Investment Planning, Kristian Finfrock, Tax Planning
It’s obvious that a good investment creates profit but there is more to investing than that. Investing is an extremely reliable way to reach financial goals. It’s more than buying safe investments, but how you balance your different investments. To make successful...
by Kristian Finfrock | Sep 23, 2020 | Investment Planning, Kristian Finfrock, Tax Planning, Uncategorized
In most cases, social security benefits aren’t enough for a retiree to live comfortably. So with a combination of retirement plans, social security, and other generated income, you can create a reliable, tax-efficient plan that can help you lead the retirement...
