by Megan Muccio | Jan 20, 2022 | Financial Planning, Newsletters, Tax Updates, Taxes
I’d like to welcome you to a new year – one which I hope brings you happiness, excitement (the good kind) and great opportunity. If you are new to my community, welcome! If you have been here since the beginning, welcome back! As I promised my readers last year, my...
by Megan Muccio | Dec 15, 2021 | Financial Planning, Newsletters, Tax Updates, Taxes, Uncategorized
It’s never too late to take a final look at your finances and make sure you are in good shape going into the new year. Below are 5 year-end actions to consider as 2021 comes to an end and 2022 begins. Enjoy! And as always, if you have any questions or if something...
by Megan Muccio | Sep 15, 2021 | Financial Planning, Retirement, Tax Updates, Taxes
Happy September 15th! Another month which seems to be just flying by. This month I wanted to talk about another concern families have: Social Security. Whether you are taking your benefits now, expect to be starting in the near future, or are still early on in...
by Megan Muccio | Aug 16, 2021 | Financial Planning, Newsletters, Tax Updates, Taxes
I hope your August is going well and your summer is rounding out to be great! I want to talk about planning this month. Planning can come up in every instance of your life: planning for your day or week, a trip, a new job, or my favorite, for your taxes and...
by Megan Muccio | Jul 15, 2021 | Financial Planning, Tax Updates, Taxes
I hope you are enjoying your summer! With July 15th being the day that many families will receive their first advanced payment of the Child Tax Credit, I thought it was an important time to discuss both this credit, as well as some of the larger tax proposals...
