Spring is officially here and for me that means some welcome new beginnings! My family and I had been living in a rental for several months while our home has undergone some large home renovation projects, and I’m excited to share that we hope to be back in our home by the middle of the month – with a fully functional downstairs living area. We are hopeful that the rest of the renovations will be complete by the end of the month.
Remember that Certus Wealth Management is here to help you maximize your opportunities and achieve your financial dreams. We maintain a steadfast approach to monitoring economic, market, and financial developments to ensure we stay current on your financial plan, and we always welcome any thoughts and questions that you may have.
Yours truly,
Tax Day is April 18, 2023
We are just about two weeks out from Tax Day, the deadline for filing federal tax returns. As you prepare, here are three items to keep in mind:
Because we made a custodial change to Schwab in 2022, you will need tax documents from both Schwab and Wealthscape. You should have received these documents in the mail; they can also be obtained by logging into the Schwab and Wealthscape websites.
For assistance with Wealthscape, please contact New Edge customer support at 888-588-7099. In future years, you should no longer need documents from Wealthscape.
If your tax advisor recommends making an IRA contribution, please let us know at your earliest convenience. Contributions may reduce your current tax liability and allow you to allocate more resources toward your financial independence.
If you are a small business owner, you may be able to contribute higher retirement plan amounts and avoid administrative overhead through a SEP (Simplified Employee Pension) IRA, or 401(k) plan.
At Certus, we strive to elevate our relationships and deepen the value that we provide by working with your CPA or tax practice. Take a look at how putting us in touch with your tax advisor can help you reach your goals.
The Certus Wealth Management journey is built to help clients achieve their financial goals in a strategic, streamlined way. Know someone who may be interested?
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Certus Wealth Management, 1025 Alameda de las Pulgas, Ste. 102, Belmont, CA 94002, (650) 232-2023