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tax planning

Meet the 529: Your Best New Collegiate Friend

Submitted by Fairlane Investment Advisors, Inc. on September 15th, 2017

After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be expected in the future...one of the biggest being the cost of education. Now, more than ever, a bachelor’s or a trade degree is essential for a future.

Tags:
  • college funding
  • tax planning
  • taxes
  • tuition, college planning
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Smart Taxes: Roth IRA

Submitted by Fairlane Investment Advisors, Inc. on August 15th, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

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  • tax planning
  • taxes
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Smart Taxes: Roth IRA

Submitted by Fairlane Investment Advisors, Inc. on July 1st, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

Tags:
  • tax planning
  • taxes
  • Read more

Game of Life: Financial Planning At Every Age

Submitted by Fairlane Investment Advisors, Inc. on June 16th, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

Tags:
  • tax planning
  • taxes
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When Filing for a Tax Extension Makes Sense

Submitted by Fairlane Investment Advisors, Inc. on January 31st, 2017

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

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  • tax planning
  • taxes
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