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5 Year-End Tax Planning Opportunities

Submitted by Ciesinski Wealth Management on October 15th, 2024

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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LPL 2023/2024 Investor Year-End Guide

Submitted by Ciesinski Wealth Management on January 23rd, 2024

To ease some of the burdens of the upcoming tax season, LPL has created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise toward the end of the year. 

Tags:
  • #YEAREND #2023/2024 #TAXMAILING #2023TAXES #LPL
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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by Ciesinski Wealth Management on January 4th, 2023

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Ciesinski Wealth Management on March 30th, 2022

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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LPL 2021/22 Investor Year-End Guide

Submitted by Ciesinski Wealth Management on January 24th, 2022

To ease some of the burdens of the upcoming tax season, LPL has created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise toward the end of the year. 
Please click on the Tax Season Guide for more information.

Tags:
  • #YEAREND #2021/2022 #TAXMAILING # 2022TAXES #LPL
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2022 Tax Facts At a Glance

Submitted by Ciesinski Wealth Management on January 20th, 2022

 

Tags:
  • #2022TAXES
  • #TAXFACTS

Should You Retire at the Same Time As Your Spouse?

Submitted by Ciesinski Wealth Management on August 11th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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LPL Financial 2021 Mailing schedule for 2020 Tax Information

Submitted by Ciesinski Wealth Management on February 3rd, 2021

 

LPL's 2021 Tax mailing schedule is now available.  Please click on the image below for more information.

If you have any questions please call us at 248-353-6570 x318.

Tags:
  • #2021
  • #LPL
  • #TAXMAILING
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2021 Tax Facts At a Glance

Submitted by Ciesinski Wealth Management on January 25th, 2021

Tags:
  • #2021
  • #TAXFACTS
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LPL 2020/21 Investor Year-End Guide

Submitted by Ciesinski Wealth Management on November 30th, 2020

Ciesinski-wealth-logo.jpg

Tags:
  • #YEAREND, #2021
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Recent Blog Posts

  • LPL 2023/2024 Investor Year-End Guide
  • Financial Resolutions: 6 Tips to keep you Accountable

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We would love the opportunity to become your trusted advisor.

Phone: 248-353-6570  Fax: 248-352-3612

Michelle Skop - Michelle.Skop@lpl.com  ext 318

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