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Archive › Sudden Wealth Advisors

Tax Tips: Avoid These Common 1040 Tax Return Mistakes

No one wants to delay their federal tax refund. As you certainly don’t, filling out your 1040 form correctly is essential. To that end, it is worth noting some of the common 1040 mistakes – the little slip-ups that aggravate … Continue reading

Approach Retirement with a Smile

CFP Board Gives Tips on How to Control Retirement Spending As millions of Americans prepare for and enter retirement, it’s natural for many of us to feel worried or concerned about how much money is needed to live comfortably. Despite … Continue reading

IRA Deadlines Are Approaching

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April 15 is … Continue reading

4 Money Mistakes That Can Make You Poorer

How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors … Continue reading

Discover Your Financial Health Score

In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that question given life’s up and downs. What if the answer is right in front of … Continue reading

How to Manage Your Cash Flow

Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It … Continue reading

Getting Ready for 2014 Taxes

You can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in filing your 1040 well before April 15. You can get it out of the way … Continue reading

Money Tips for Young Families

Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list … Continue reading

Major Tax Breaks Retroactively Reinstated

If you hurry, you might realize some nice tax breaks before 2014 runs out. Once again, Congress has acted at the eleventh hour to bring back some expired tax perks. H.R. 5771, the Tax Increase Prevention Act, was passed and … Continue reading

Tax Update 12/17/2014

Tax Extenders Bill Passes Congress, President Expected to Sign into Law On December 16, the Senate brought to an end this year’s tax extenders drama, passing a bill that extends all but a few tax provisions that expired at the … Continue reading