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Market Updates

TLWM Market Updates

Tax Planning for Business Owners

Submitted by TLWM Financial on January 18th, 2023

What is business tax planning?

When starting a business, you must consider a number of tax-related issues. Although business tax planning is a complicated area, it is essential to understand three major topics: tax consequences when the business is formed, tax consequences when the business generates income or loss, and tax consequences of business distributions.

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8 Tips for Becoming a Wise Consumer of Healthcare

Submitted by TLWM Financial on January 18th, 2023

With healthcare costs continuing to rise, there are ways to help lower the cost of healthcare for yourself by becoming a wise consumer of healthcare. February is National Wise Health Care Consumer Month and a great time to empower people to make smart choices regarding their healthcare.

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Nothing Says Love on Valentine's Day Like a Spousal IRA

Submitted by TLWM Financial on January 18th, 2023

Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care about their financial wellness. Beyond that, a spousal IRA offers the following advantages. 

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Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl

Submitted by TLWM Financial on January 18th, 2023

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies.

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Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

Submitted by TLWM Financial on January 18th, 2023

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.

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TLWM Financial Outlook 2023

Submitted by TLWM Financial on December 22nd, 2022

As 2022 comes to a close we look back on an eventful and challenging year for investors as the economy and stock market faced a number of headwinds which led to a bear market for stocks, and negative returns for fixed income. Those headwinds were led by stubbornly high inflation, a big jump in interest rates, and concerns that we are heading toward a recession. In this outlook we will

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Beware Scams at Tax Time

Submitted by TLWM Financial on December 15th, 2022

Identity theft runs rampant during tax season

 

Here’s what to know and how you can help protect yourself.

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Organizing Your Finances After Your Spouse Has Died

Submitted by TLWM Financial on December 15th, 2022

What is it?

Even if you've always handled your family's finances, you may be overwhelmed by the number of financial matters you have to settle in the weeks or months following your spouse's death. While you can put off some of these tasks, others require immediate attention.

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Ways to Minimize Tax on an Investment Portfolio

Submitted by TLWM Financial on December 15th, 2022

Improving return by minimizing taxes

Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio.

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Your Financial Fresh Start: 12 Resolutions in 12 Months

Submitted by TLWM Financial on December 15th, 2022

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.

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