Quarterly Economic Update: Fourth Quarter 2019

Financial 1 Tax, Q4 Update for 2019

Equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones. In the fourth quarter of 2019, the S&P 500 rose over 9% and turned in its best annual performance since 2013 …

Welcome to 2020

Welcome to 2020, Financial 1 Tax

Learn what’s ahead for 2020 and get your 2019 taxes ready for this April. Our primary goal for the new year is to continue our tradition of helping clients work toward achieving their personal financial goals. To make that process more efficient, we send out the attached convenient 2020 CHECKLIST …

Year-end Tax Moves for 2019

Year-end Tax Moves for 2019

This report focuses on what individual taxpayers can potentially do to save money on their 2019 taxes. The Tax Cuts and Jobs Act (TCJA) enacted in 2017 brought many changes to the tax code. One big uncertainty is what will happen to the Tax Code after 2025. The way the Tax Cuts and Jobs Act is set up …

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 …