Quarterly Economic Update: Third Quarter 2019

Featured Q3 for 2019

After some concerns and declines during the summer, major equity markets showed advances in the month of September and finished positive for the third quarter of 2019. The S&P 500 ended the month about 1.7% higher, and up by 1.2% for the quarter. The Dow ended 1.9% and 1.2% higher for the month and quarter, respectively …

New Tax Changes: The SECURE Act

The SECURE Act, Financial 1 Tax

The New SECURE Act and Proactive Retirement Planning Tatyana Bunich CEP.RFC. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes for retirement plans, industry expert Bob …

Client Appreciation Evening 2019

Financial 1, Client Appreciation Event, May 2019

We hosted our annual Client Appreciation event this May with music, great food and fantastic company.  Thank you for being a part of the Financial 1 family! Our team is especially grateful and appreciative of your continued trust.  Let’s have another amazing year together! Our Wonderful Clients * click to enlarge photos

Quarterly Economic Update 2019

Financial 1 Tax, 2019 Updates Q1

First Quarter 2019 Tatyana Bunich CEP.RFC. During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade. This helped many of the major indexes to recoup a good portion of the losses that they suffered in the final months of 2018. For the …

Filing 2018 Income Taxes and Proactive Tax Planning for 2019

Filing 2018 Income Tax - Financial 1 Tax

Tatyana Bunich CEP.RFC — 410-908-9293 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients. This special report reviews some of the broader tax law changes along with a wide range of tax reduction …

Year-End Tax Moves for 2018

Year-End Tax Moves 2018, 2019 - Financial 1 Tax

Tatyana Bunich CEP.RFC — 410-908-9293 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President Trump signed …

The Draft 1040: Adjusted for the Tax Law Changes

Financial 1 - Draft Form 1040

2018 IRS Form 1040 Draft Released Tatyana Bunich CEP.RFC — 410-908-9293 The ratification of the 16th Amendment allowed for the collection of income tax. Starting in 1913, American taxpayers used IRS Form 1040 to prepare and file their tax returns. The first tax return was three pages with only one page of instructions. Over the last 100+ years, the length of …

Workshop – Planning for 2018 Including: A Tax Law Update

Seminar Tax Law Update July 19, 2018

We get a lot of questions throughout the year! We like to help educate our clients by hosting periodic workshops and seminars on topics that we know our clients are interested in. These pictures are from our July 19th workshop, titled “Planning for 2018 Including: A Tax Law Update” Seminar * click to enlarge photos

Client Appreciation Evening 2018

Client Appreciation Event at Stanford Grill May 3, 2018

This May, we hosted a very special Client Appreciation event at the Stanford Grill in Columbia, MD.  Music, dancing, and fabulous food was enjoyed by all!  Thank you to everyone who came out to join us.  All of us at Financial 1 wish to express our sincere thanks and appreciation for your business and trust.  We hope to continue to serve you through the …