Tax season is in full swing (everyone’s favorite time of year, right?!), and 1099s are in the process of being developed and distributed by investment broker-dealers and custodians. The two most common accounts clients own are retirement accounts (Roth IRAs, Traditional IRAs, SEP-IRAs, etc.) or afte

Center for Financial Planning, Inc.

19.02.2025

If You’re a Single Woman, These Are the Top 5 Things to Plan for Prior to Retirement! — Center for Financial Planning, Inc.

Retirement planning comes with its own unique set of opportunities and challenges. When you're a single woman, deciding to retire and the many subsequent decisions surrounding that life change can feel like it presents even more anxiety. Focusing on a few key areas to optimize your

Center for Financial Planning, Inc.

26.02.2025

The Problem with Having Excess to Spend in Your Retirement Plan — Center for Financial Planning, Inc.

You spent your entire working life saving for your future retirement. You may have sacrificed things you wanted or wanted to do, at times, to make sure that you were saving enough for your future financial security. And now that you are retired, you may find that you saved so well that you have more

Center for Financial Planning, Inc.

05.03.2025

Center Clients Donate over $1.3 Million in Tax-Savvy QCD’s in 2024! — Center for Financial Planning, Inc.

We are proud to announce that The Center assisted clients in donating over $1,350,000 to charities using the Qualified Charitable Distribution (QCD) strategy in 2024! The QCD strategy allows clients with assets in an IRA account and who are over age 70.5 to donate funds directly from their retireme

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1099 Details for Tax Season — Center for Financial Planning, Inc.

If You’re a Single Woman, These Are the Top 5 Things to Plan for Prior to Retirement! — Center for Financial Planning, Inc.

The Problem with Having Excess to Spend in Your Retirement Plan — Center for Financial Planning, Inc.

Center Clients Donate over $1.3 Million in Tax-Savvy QCD’s in 2024! — Center for Financial Planning, Inc.

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Center for Financial Planning, Inc.