We’re hot and heavy into the 2019 tax season, which means we’re all getting to see how the Tax Cuts and Jobs Act actually plays out on our tax returns. Naturally, because we are up close and personal with our finances this time of year, questions about financial wellness and planning strategies are at the forefront.

So we are happy to welcome Cindy Kula, one of the region’s leading tax planning specialists and a senior manager on Rea’s tax team, back on unsuitable to lead us through the tax talk.

Financial Life Stages

All generations experience similar life and financial events. So when developing a financial strategy, we need to be aware that finances are static, as are needs. The financial stages coordinate with patterns set by our income levels, spending habits, family situation, and the areas of financial concern.

Young and old, we need to educate all generations on the importance of financial wellness and how they can prepare a strong financial legacy.

If you are a taxpayer, you will be interested in these other topics discussed in this episode:

• What you can learn by getting up close and personal with your tax return
• Learning to pay yourself first and ensure financial security in both the short-term and long term
• How to set up a financial journal – the perfect legacy!

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