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Connect Tax was created to help everyday people navigate the ever changing tax and financial world.  Tax is just a piece of the puzzle.  We are here to make sure you are financial ready for any situation.  We can provide guidance on the following topics:

  • Investments, IRAs, 401ks, and 403bs
  • Mutual Funds and Annuities
  • Medicare and Health Insurance
  • Home, Auto, Renters, and Earthquake Insurance
  • Commercial Property and Vehicle Policies
  • Trusts and Estate Planning
  • College Planning
  • Financial and Retirement Planning
  • Real Estate Investments and 1031 Exchange programs

All of these topic connect together like a giant puzzle.  For example, you need to be aware that your IRA withdrawals will affect your taxes which can affect your social security.  This blog is dedicated to providing pieces of information that can help assist in the education of our clients and completing your financial puzzle.  And along the way will provide insight to who we are and why we do what we do.  Happy reading!  I look forward to helping in any way I can.  

Tuesday, May 19, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...