Tax
[Video] Study Your Pay Stub
STEPHEN SMALENBERGER, EA® [Length: 4:02 Minute Video] So we’ve all had the joy of opening a pay stub, expecting a big amount, and then looking at the bottom and being very disappointed. The goal in this video is to walk you though your pay stub, whether this is the first time reviewing a pay stub…
Read More[Video] Does One Size Fit All?
[Video] Does One Size Fit All? STEPHEN SMALENBERGER, EA ® Hats…I love hats. I have some that are falling apart because I’ve worn them so much. They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all.…
Read More[Video] Financially Lucky
MICHELLE SMALENBERGER, CFP ® [Video] Financially Lucky With talk of St. Patrick’s Day are you feeling lucky? I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning. The Taxi Driver: Five months ago I was at a conference in Washington D.C. and…
Read More[Video] Prepare for your tax returns using FORMS
[Video] Prepare for your tax returns using FORMS MICHELLE SMALENBERGER, CFP ® It’s tax season and everyone’s thinking of everything they need to get ready for their accountant. I want to help you with an easy system to remember all the things you need to pull together. Here’s an acronym to walk you through the…
Read More[Video] How To Change Your Tax Return Results
Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® Have you just filed your tax return? Did you have a refund, owe money, or break even? If you want to make changes and impact next year’s result here are some ideas. If you had a large balance due: Save – Save more into your…
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