A Year of Tax Tactics

Tax season can shine a spotlight on your financial worries. Just thinking about filing your tax return might bring on stress symptoms. Tune down that tension with some smart strategies to help you feel more in control of your finances. Build your wealth and turn tax time to your advantage.

This year, choose to better track your money throughout the coming months. Good financial planning will prevent unpleasant surprises during tax season. You’ll enjoy the satisfaction of being in control of your finances.

Transform tax-time stress into a solid wealth plan for your future. Ask your Financial Advisor to help you tackle issues such as clueless spending habits and disorganized or misplaced paperwork.

Study the proven tax strategies that offer big payoffs. Combined with a good budget and some discipline, you’ll be amazed what you can accomplish in a year.

Decide on a specific spot to store your financial records. File all your receipts and financial statements as they arrive. Next year, you won’t be doing the tax time tango, frantically searching for the information you need.

Commit to working on your plan monthly. Then, dangle a nice treat in front of yourself as a reward when your task is completed.