🏀 Watch the Tapes
In the realm of sports, athletes tirelessly scrutinize game tapes to enhance their performance, dissecting every move, and every play, seeking areas for improvement. Much like a basketball player pouring over footage to refine their skills, reviewing your tax return may seem like a mundane task, but it's a critical step towards financial confidence.
It feels good to feel financially confident. To feel financially confident we need to ensure we are reviewing and understanding key financial documents including our tax returns. Now that your 2023 tax return is likely done I suggest you take a look over it so you can better plan for the year ahead. Today’s checklist includes review items for family and filing issues, investment income, retirement planning, income-related issues, and a few others. Enjoy!
By the way, if that all makes your head spin a financial planner (hello, it’s me Kelly) can help you review your return and better understand the tax planning opportunities available to you. Learn more about how I can help here.
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