Tax Season Is Upon UsSubmitted by Bellwether Wealth on January 24th, 2018
With Tax Season upon us, the stress of gathering important tax items is rearing its head. Now is the time to scramble to put your documents together for your tax preparer, or, if you file at home, rummaging through for your receipts, W-2’s, and 1099 forms. The silver lining in all this? Once you have all of your vital documents in one spot, it’s a great time to look at your overall financials and assess your strategy.
Are you meeting your financial goals? Are you on track to do the things you hope to do in a year, five, or ten? When can you retire? Are you ready to buy a house, move or get married? Where are you missing the mark, or are you meeting it? A self-assessment is an important way to check your financial strategy and make sure you are on track to reach your goals, whatever they may be.
We understand that gathering your documents for a self-assessment and tax time can be a bit of a headache, but it doesn’t always have to be. Once you’ve gathered your important documents for this year’s tax time, consider uploading them, and your other vital papers, into our Bellwether EMoney Portal. It’s a secure, virtual safe that will organize your documents, and help you monitor your saving and spending.
Our team of certified financial planners can help you set up your portal and help assess where you’re at to develop a plan in order to get you where you need to be. We’re happy to discuss what you can do to prepare for your future. Contact our office for more information at 402-476-8844 or email email@example.com
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