Welcome. We at Compass Planning continue to appreciate your support. Thank you.
We're now in the middle of the 2022 tax season. You should have received all the documentation from your various financial, federal, and state institutions. This issue will give you ideas that we hope go beyond the basic income and expenses information, including how you can make your 2023 tax year better. Take a look to see if you can tweak what you're doing.
If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
Whether you're retired, about to retire, or still working, we have some ideas. If you would like assistance with your income tax planning, we are here to help you stay On Course!