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15 tips for a better tax preparation results - 1) get serious 2) get started 3) get organizer 4) get informed 5) get help 6) get status 7) get adjusted 8) get itemized 9) get exemptions 10) get credit 11) get cash 12) get filed 13) get receipts 14) get planning and 15) get real. Read more at http://money.msn.com/tax-preparation/your-15-point-tax-return-checklist-schnepper.aspx?page=2
Starting early is better. You'll give your retirement funds more time to potentially grow and hedge your savings against future upsets. One study found that six out of 10 people in their 50s and 60s experience a job loss, illness or other income-shattering calamity. (See "The hidden threats to your nest egg.")
In many cases we believe, who better to counsel an individual about their financial future than their tax professional? Our staff and associates have the financial services skills to develop a custom program that fits each individual's goals and aspirations. Through our affiliations we have access to a vast array of services, benefits, and a wide resource list, which includes mutual funds, stocks, bonds, annuities and insurance products. This includes an automation system that gives us 24 hour access to on line market data, account information and order entry capabilities.
If you need even more incentive to save, consider this: Though most workers feel confident about their retirement, many don't have enough money set aside to pay for it.
David Simpson is a Financial Adviser with NPC. CA Insurance #OC30041
NPC is a full-service broker-dealer serving independent financial advisers nationwide. Our mission is to provide cutting-edge, time saving technology, exceptional service and support, and valuable resources that enable success-oriented advisers to build, manage and protect their businesses.
Securities and investment advisory services through NATIONAL PLANNING CORP, (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representitives of NPC may tranact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representitive requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representitive registration requirements, or an applicable exemption or exclusion. Pacific Tax & Financial Group and NPC are seperate and unrelated companies.
