A special healthcare enrollment period will open from March 15 to April 30 for uninsured tax payers facing a penalty when filing their 2014 return. While these tax payers will still have to pay the "shared responsibility payment" for the 2014 tax year, they will have the opportunity to avoid the fine for the 2015 [...]
As you might have read about in January’s mailing, some of you may be receiving a new form 1095 that summarizes which individuals in your household are covered and the months during which they were covered. These forms will be important for filing your tax return this year, so make sure to include them when [...]
Budgeting can be an arduous task. We often think we will save more and spend less than we actually do. Instead of pouring over spreadsheets wondering where it all went wrong, use your mistakes as an opportunity to identify and learn from your weaknesses. Review January's budget and make a note of the services or goods on [...]
Valentine’s Day is right around the corner, and some of you may be considering taking your romantic relationship to the next level. Whether you and your partner are thinking of getting married or moving in together, you should start discussing how or whether you will merge your finances. To start the conversation, each of you [...]
Happy February everyone! Many of you may be gearing up for a romantic Valentine’s Day dinner or hoping the warm spring weather will come quickly. As you jump into the season of hearts and chocolate, you may also want to consider gathering the necessary materials to prepare your tax return. You may think April 15 [...]
We hope everyone is excited for another tax season! At ELM3, we are prepared to make this season seamless and stress-free for our clients. While you may be in the habit of dropping off your tax documents without a second thought, preparing and reviewing your tax return is a wonderful opportunity to learn about your [...]
So you’re just out of college and your career is launching like the new Tesla P85D. Maybe you’re in your 30s, you’re married with children and you’ve managed to build some savings. Or just maybe you're thinking about retirement and you have several 401ks from previous employers and you don’t’ know exactly what to do with [...]
While saving for retirement is a subject you hear often, many people don’t take advantage of all the opportunities available to them. One of the hot topics for some time is the Roth IRA and how the growth on investment earnings isn’t taxed during retirement. Here’s some additional information about a Roth IRA that you [...]
Managing your tax obligations shouldn’t be left until April 15. With October almost over, we wanted to share a few money saving ideas to put into action before the end of 2014: If you own a traditional IRA and reach 70-1/2 this year, consider whether it’s better to take your first required minimum distribution this [...]
Maybe you are planning for retirement but have you thought about long-term care? Recent studies show that 70% of people over age 65 will need some form of long-term care services. Long-term care (LTC) is becoming an increasing need as life expectancies continue to climb with today’s improvements in healthcare. According to Genworth, a leading [...]
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