Posts Tagged: personal finances

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.

Relationship Expert-Ask the Expert with Danielle Dowling, M.A.

Relationship Expert-Ask the Expert with Danielle Dowling, M.A.

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

When you invest in yourself, you have made the executive choice to stop using a relationship to fix yourself. Instead of secretly waiting for things to get better once you meet “the one,” you begin living your life with authenticity + spunk. Understanding and acting on this knowledge will instantly make you more relaxed, sexy and genuine to men.

Money Makeover in Style

Money Makeover in Style

by Brittney Castro, CFP®, CRPC®, AAMS® on in Special Features.

My next event will take place on March 17th, 2012 from 2 p.m.-4 p.m. and I would like to ask for your help in promoting the event. In honor of Women’s History Month, we are hosting Money Makeover in Style- An opportunity to learn about spending, saving, getting out of debt, and what the heck to do with your money when you have some to invest- all while sipping champagne and getting pampered!