Resources

Accounting photo

2019 Tax Rates

Tax rates change each year. Knowing what tax bracket you are in can help your financial planning.  Click below for 2019 tax rates.

Filing cabinet

Papers to Save

  • Home deed and home receipts for additions
  • Current insurance policies
  • Receipts and annual statements for investments
  • Tax returns for 4 years
  • Bank statements and checks for 4 years

Papers to Discard

  • Expired automobile & home insurance policies
  • Stock annual reports & monthly statements
  • Payroll and dividend pay stubs
  • IRA Statements
  • Utility bills
Charts photo

Good Financial Habits

  • Write down your personal and financial goals.
  • List your assets and liabilities to map your financial plan.
  • Make an action list for what’s important.
  •  Set up automatic payments for the mortgage, electric and phone bills.
  • Save only tax related statements.
  • Consolidate accounts.
  • Handle mail only once, taking action or discarding.
Mutual Funds