Posts Tagged: finances

Know Your Worth!

Know Your Worth!

by Brittney Castro, CFP®, CRPC®, AAMS® on in Money Meditations.

Know Your Worth! Women often tie their self worth into their money lives.  So as women, we need to get confident knowing our worth and asking for our worth in the workplace.  This money meditation will help you gain confidence in your own worth and become confident asking for it. Call to Action: Write down [...]

Love & Money Webinar

by Brittney Castro, CFP®, CRPC®, AAMS® on in Finance 101.

So, you’ve found the love of your life. And now, everything from making dinner to taking vacations seems more fun. But what about your joint finances? Money is a main source of stress in many relationships, but it doesn’t have to be that way. Combining finances with your significant other can be—and should be—just as fun as sharing a bottle of wine.

Tax Deadline 2012

Tax Deadline 2012

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

Still scrambling to get your tax appointment in for the year? Well, the good news is that this year you have a few extra days to file. Taxpayers will have until Tuesday, April 17, 2012 to file their 2011 Federal income tax returns and California State Income Tax returns* and pay any tax due.

CPA- Ask The Expert with Natalie Asghari

CPA- Ask The Expert with Natalie Asghari

by Brittney Castro, CFP®, CRPC®, AAMS® on in Ask the Expert.

Regardless of the economic situation we all need to file our tax returns and report our earnings to the Governmental agencies annually. The rules are the same regardless of your gender. It is important to be involved and understand the tax return that is being signed by both spouses because both parties are equally responsible for truthfulness, completeness and accuracy of the tax returns. There are number of tax saving techniques that can be utilized if planned timely and correctly. It is important to have a professional, reliable, trustworthy, and caring CPA who will help you to be on the right track. Of course, together with a great team of Financial Planner, Attorney, Investment Advisor and CPA you can be in much better position.

We do not expect everyone to become experts and understand all the complex financial transactions, but just to be involved and ask questions if something is not clear on the tax returns, financial reports and documents.