Taxes Are Filed – What Next?

PDF: News Letter 2019-04-19

Congratulations! You’ve completed your 2018 tax return, the first one after major changes to the U.S. Tax Code. Whether you got the refund you were expecting or found you had a balance owing, what you do after April 15th can have a positive effect on your overall financial health.

Doing your taxes and the organization of all your financial documents that it involves gives you a good overall picture of where you stand. The next step is to apply this knowledge across all aspects of your financial life. By taking control and actively engaging in the process, you create accountability for your financial life. You can better judge what years were better for you financially and how you rebounded from financial mistakes.

That’s where I can help. Together we can review what you’ve organized and put a strategy in place that can anticipate change and continue to help work towards achieving your long-term goals. We’ll then monitor progress every step of the way. That’s where the magic of organization comes in.

Please feel free to share these articles with your family and friends. They are excellent conversation starters.

This week’s articles are the following:

  • Article 1: Face It: You (Probably) Got a Tax Cut
  • Article 2: Once More With Feeling: Fix Your Withholding!
  • Article 3: What Financial Savvy Individuals Do After The April 15th Tax Deadline
  • Article 4: Should You Invest or Pay Off Debt? Here's a Simple Rule to Follow
  • Article 5: How Much Money Do I Really Need to Retire at 55?
  • Article 6: The One Number That Could Help People Save More for Retirement

This is Matthew Greiner.

We are going to close out with a funny quote from Will Rogers, he said,

“The only difference between death and taxes is that death doesn't get worse every time Congress meets.”

Funny, and kind of true.

From all of us here at the Greiner Group,

 

“Have a good Easter weekend!”

 

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