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Matt on Money: Income Tax Planning

| May 16, 2019
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It's here...introducing Matt on Money, our brand-new video blog.

Check out our first episode on income tax planning. Video Link

Matt covers: 

  • Why now is a good time for income tax planning
  • Strategies to implement to minimize what you owe come next April
  • Why large refunds may not be the smartest move
  • Whether you should go with a DIY approach or hire an accountant

We hope you enjoy this new format for sharing some quick financial planning ideas with you. We will be posting a new topic each month. If you have ideas on what you would like to hear about, please let us know. We welcome all feedback on this new endeavor. 

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