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Tax Season is Over—Now What?
Here is your post-tax spring financial checklist. We’ll outline some steps to take after filing your taxes to help you start planning for deductions for next year. I know you’ve just finished your taxes, and the last thing you want to do is think about them again. However, by putting things in place and getting…
Revive Your Estate Planning
After a long, cold winter in the Midwest, the weather is finally warming up, and the greenery is coming back to life. The change of seasons and the opening of windows are great reminders to look toward the future. Just as spring cleaning rejuvenates our homes, refreshing your estate plan is an essential part of…
6 Spring Cleaning Tips for Your Financial House
As the last remnants of winter melt away, the refreshing breeze of spring sweeps in, bringing a season of renewal and growth. And what better way to kickstart this vibrant season than by revitalizing your financial landscape? Say goodbye to winter and hello to a fresh start as we guide you through six essential spring-cleaning…
Empowering Women Through Retirement Planning
A study by Bank of America found that while 94% of women believe they will be responsible for their finances at some point, only 48% are confident in their financial management skills, and just 28% feel empowered to act. Women make up 50% of the population, yet less than half feel confident in their financial…
Preparing for Tax Season 2025
Tax season is fast approaching, and while filing your return may feel overwhelming, proper preparation can make all the difference—especially when it comes to your retirement strategy. Smart tax planning isn’t just about meeting deadlines; it’s about making decisions that can impact your financial future. Whether you’re looking to maximize deductions, optimize retirement contributions, or…
5 Last Minute Tax-Tips
Tax Day—April 15—is right around the corner! Are you prepared? If not, don’t worry. There’s still time to get organized and make the most of this tax season. In this article, we’ll share practical tips to help you navigate tax season 2025. 1. Contribute to retirement accounts Traditional IRAs and 401(k)s are tax-deferred, allowing…
6 Tax Strategies to Consider this Tax Season
Tax season is here, bringing both challenges and opportunities. The right strategies can help you potentially lower your taxable income, maximize deductions, and make the most of your retirement contributions—ultimately keeping more of your hard-earned money. With smart planning, you can reduce your tax burden and set yourself up for long-term financial success. The best…
Affairs of the Financial Heart: Balancing Passion and Planning
As Emily Dickinson once said, “The heart wants what it wants – or else it does not care.” While emotions and passion are essential for envisioning a fulfilling retirement, it’s your brain that ensures you get there. The heart and brain are often seen as opposing forces, each with a unique way of perceiving and…
7 Step Retirement Checklist for Couples
At 210 Financial, our financial planning focuses on two key themes: helping couples prepare for retirement and strengthening their financial foundation. Here’s the ultimate checklist to ensure you’re retirement-ready and to guide you through the steps needed to retire confidently. Reviewing this checklist with your significant other not only prepares you for the future but…
The Language of Love and Money: Communicating About Finances
Love may make the world go round, but a lack of communication about finances can disrupt relationships. While money is often said to be the root of all evil, it can be a powerful tool for improving our lives and strengthening our connections. Open and honest discussions about money with your significant other are essential…
The Heart of Any Financial Plan is Income
Figure out your income sources in retirement: Social Security, Pension, 401(k) and IRA and other assets. The heart and soul of any good financial plan is your income. It’s the lifeblood that keeps your financial goals alive, flowing, and achievable. Your income determines how you can save, invest, and allocate resources to achieve the life…
Start the Year with a Retirement Reset: Are You on Track?
The New Year is a season of fresh beginnings—a chance to turn the page and create the life you envision. It’s the perfect time to take charge of your finances and shape your future retirement. A retirement reset starts with a check-in: Where are you now, and where do you want to go? By understanding…
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