Taxes

‘Tis the (Tax Savings) Season

November 16, 2018

A recent post from Jamie on his WealthAdviceMadeSimple blog helping to provide you with ‘Clarity in a complex financial world.’

 

 

Cue up the Andy Williams because It’s the Most Wonderful Time of the Year! According to the Tax Foundation, most Americans have to work nearly 4 months each year just to pay their tax bill! So by summer, you’ll actually be making money for yourself – but until then, you’re working for Uncle Sam. And they say It’s A Wonderful Life….alright, I promise I’m done with the cheesy holiday references. However, just like the rush to get your last-second shopping done each year, we still have some time to improve your tax return, and maybe save you a few days in the race to Tax Freedom Day. Let’s take a closer look at some of these ideas, starting with the easiest and applicable to most.

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Jamie Menges

Jamie Menges combines expertise in financial planning and tax strategy to help clients make informed decisions with confidence. As both a CERTIFIED FINANCIAL PLANNER® professional and CPA, he specializes in retirement planning, tax-efficient wealth strategies, and guiding business owners and families through significant financial transitions.

Don’t Pay More Simply Because You Have More Money.