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
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
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
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
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 …
Things to Watch for in 2018
Welcome to 2018 and New Tax Rates! Tatyana Bunich CEP.RFC — 410-908-9293 Welcome to 2018! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to make a fresh start for everyone. As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. …
The Four Phases of Retirement
Years ago, when you mentioned the concept of retirement, visions of a long and relaxing stretch of time after your career came to mind. Most people envisioned having a 20 to 30-year time span filled with activities such as traveling to exotic locations, leisurely days of relaxation and recreation and time with grandchildren. The possibility of long-term care was usually …