Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track! Staying on top of your career earnings by regularly benchmarking your […]
Category: Taxes
Starting a new project? Don’t let tax season catch you by surprise!
Sometimes we get excited about an idea we have like starting a side business or buying rental property, and we forget to think about the tax implications that come with the project. It is always a good idea to be prepared and be strategic so when tax season comes around, there are no surprises on […]
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Financial Planning Tips for Small Business Owners
Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Here at Willow Planning Group, we love small businesses because we are also one! Did you know that according to the U.S. Small […]
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Being charitable and giving to things you care about
We often meet with potential and current clients who say they want to give to causes they care about and to implement a more formal charitable giving approach compared to what they’ve done in the past. This past spring, I completed my capstone course at Bentley University, which consisted of writing a grant for a nonprofit organization in the Waltham area. My classmates and […]
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Talking Taxes – What Can You Still do this Year?
As 2018 starts winding to a close, and the holidays start racing toward us, it’s a good time to stop and take stock of how you’ve set yourself up for the 2018 tax season—and if there’s any way you can help maximize your potential tax savings for the year. (And if making any changes in […]
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Small Business Owners: Let’s Get Organized!
Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and […]
