Full Newsletter   Newsletter Archives

  Stambaugh Ness        SN Financial Strategies         SN Business Solutions   



Printable version 

Tax Season and the New Year are Similar

By Paul D. Brick, CFP®
Certified Financial Planner
Stambaugh Ness Financial Strategies

In many ways, the upcoming tax season will be similar to the New Year. How could that be? Tax season is full of anxiety and deadlines, whereas New Year's is full of parties and fun. The similarity is that, like New Year's, tax season is a time when many of us evaluate the last year and make resolutions for the year ahead. Although many of us dread tax season, it is a good time to focus on our financial goals.

At tax time we spend hours going through the financial details of the past year and vow that we are going to get better control of our financial situation. However, once our return is filed, we are so relieved that we forget the anguish gathering our financial records caused us. So, once again, we postpone our resolution to take control of our finances and start seeking guidance in how to manage our finances.

It doesn't have to be that way. This year, resolve to make a financial planning appointment, and keep your resolution. Even though there is no magic to the act of financial planning, the key is getting started. You need to have a plan in order to help you succeed. Make this the year you finally begin to map out your financial future. Then next year, the anguish you normally feel when gathering your tax information will be replaced with a wonderful sense of accomplishment.

If you have end-of-the-year questions about financial planning, please contact Paul Brick, CFP® at 717-757-6999 or 800-745-8233. You can also email Paul by using the form below.
 Save article  Email Firm  Email to a Friend
Is this item worthy of implementation? Yes No Maybe
Is this item worth sharing with other associates? Yes No Maybe
Did this item present value to you and your business? Yes No Maybe
Comments:

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos Wealth Management, Inc is not affiliated with Stambaugh Ness.