YouTube Spotify Resources Do You Have Foreign Financial Ties? What Every American Should Know About Reporting RequirementsAs a Chartered Financial Consultant® (ChFC®) who passed CFP® Exam and EA Exams, I see this scenario play out repeatedly: a client mentions almost casually that they have a bank account from when they
As a Chartered Financial Consultant® (ChFC®) who passed CFP® Exam and EA Exams, I see this scenario play out repeatedly: a client mentions almost casually that they have a bank account from when they lived abroad or received money from overseas family and suddenly we're navigating complex reporting
YouTube Spotify Resources Financial Security with Flexibility: Is SafeSimpleSound Your Answer?Whether you’re an individual or a couple, possibly with dependents, finding the right balance between financial security and flexibility can feel like walking a tightrope. Today, let’s explore how our Safe, Simple, and Sound approach helps you
YouTube Spotify Resources Financial Security with Flexibility: Is SafeSimpleSound Your Answer?Whether you’re an individual or a couple, possibly with dependents, finding the right balance between financial security and flexibility can feel like walking a tightrope. Today, let’s explore how our Safe, Simple, and Sound approach helps you
Whether you're an individual or a couple, possibly with dependents, finding the right balance between financial security and flexibility can feel like walking a tightrope. Today, let's explore how our Safe, Simple, and Sound approach helps you build a strong foundation while maintaining the adaptability to
YouTube Spotify Resources IRS Publication 17 Show Notes How to Figure Your Federal Income Tax: An Overview Welcome! If the thought of figuring your federal income tax feels a bit like navigating a maze, you're in the right place. This guide, inspired by our recent Safe Simple Sound
YouTube Spotify Resources IRS Publication 17 Part 3 Publication 547 Show Notes Taxing Matters: What's Left of Casualty, Theft & Miscellaneous Deductions in 2024? (Based on the Safe Simple Sound Podcast - Tax Edition) Navigating the U.S. tax code can often feel like trying to hit a
YouTube Spotify Resources Got Education Money? Let’s Talk Taxes on Scholarships, Grants and Tuition ReductionsPlanning for education costs often involves navigating a maze of financial aid, scholarships, and grants. It’s exciting to receive this support, but you might be wondering: is this money going to be taxed? Chapter
Planning for education costs often involves navigating a maze of financial aid, scholarships, and grants. It's exciting to receive this support, but you might be wondering: is this money going to be taxed? Chapter 1 of IRS Publication 970, "Tax Benefits for Education," sheds light on
YouTube Spotify Resources IRS Pub 17, 526 & 561 Show Notes Decoding Tax Breaks: A Homeowner's & Donor's Guide to Itemized Deductions (Based on the Safe Simple Sound Podcast) Hey everyone, and welcome! If you're joining us from the Safe Simple Sound Podcast, thanks
YouTube Spotify Resources Save for School, Save on Taxes: Understanding the Education Savings Bond ProgramPlanning for education costs can feel like a huge mountain to climb. But did you know that the U.S. government offers a way to potentially save on taxes while saving for education? It’s called
Planning for education costs can feel like a huge mountain to climb. But did you know that the U.S. government offers a way to potentially save on taxes while saving for education? It's called the Education Savings Bond Program. This post will break down the essentials of