Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Tax planning and tax preparation are two different things. Women typically live longer than their spouses, so they must be prepared to file as a widow or men as a widower. What...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What...
The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of your life, and possibly your children's lives, will have to be considered and then carried out. Making important life decisions during emotional...
Consider This Program with Joe Clark, CFP, and Aaron Rheaume. In this segment we will cover: Life comes quickly, and the IRS has no sympathy. Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you...