There are three critical numbers that everyone needs to know when developing and executing a financial plan. Read our latest brief to learn what these numbers are and the steps you can take to put them into action.… Read more
The IRS and Treasury have extended the deadlines for filing and paying your federal taxes to July 15th. Here’s a handy link to check your state’s tax filing and payment deadlines: https://www.taxadmin.org/state-tax-agencies
You also now have until July 15th to make your 2019 IRA or HSA contributions. It also applies for Archer MSAs.
If you make quarterly estimated payments, your Q1 2020 payment, normally due on … Read more
Artemis Financial Advisors is proud to announce that Mark Haser has earned the designation of CERTIFIED FINANCIAL PLANNER™.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: general financial planning principles, insurance planning, education planning, investment planning, tax planning, … Read more
As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with business psychologist Camille Preston, CEO of AIM Leadership. Our luncheon topic was bandwidth management – how to manage our time, energy, and attention to not only stay abreast of work but also to plan and think strategically. Failing to manage bandwidth impacts everything, especially the ability to effectively prepare, work at … Read more