Pacific Financial Group

https://pacifictax.com/blog/the-golden-years-how-to-plan-for-retirement/

The Golden Years: How to Plan for Retirement - Pacific Tax & Financial Group If you create a successful retirement plan then you can be sure to live out your golden years happily and peacefully, and the good news is that it's never too early to start planning.

Happy Valentine's Day!

According to the National Retail Federation, Valentine’s Day ranks fourth in holiday spending, with average spending over the last three years north of $150 per person. For those wondering what the holiday might cost compared to last year during this stretch of elevated inflation, LPL Research’s Valentine’s Day Inflation Index is the answer. https://hubs.ly/Q0145RTN0

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Learn more about four common IRA mistakes and how you can avoid them. https://hubs.ly/Q01317t10

If you already contribute to a 401(k) or another retirement account through work, you may not have spent much time thinking about opening an individual retirement account (IRA). An IRA might provide you with a way to boost your savings even further. https://hubs.ly/Q0131g-_0

There is nothing like hitting your bucket list items! A couple of years back, I went on a backpacking trip out of the Onion Valley Campground up to the Kearsarge Pass.

If your property is covered by insurance, you should file a timely claim for reimbursement of your loss. In general, a reasonable insurance reimbursement is not taxable to you. https://hubs.ly/Q01311h20

A well-diversified sustainable investing portfolio doesn’t mean that an investor has to make
a choice between achieving market-like returns and being an aware social and
environmental steward. Learn more in this week's market commentary: https://hubs.ly/Q013c0TY0

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What is the income tax treatment of property, casualty, and liability insurance? How do you calculate a business casualty loss deduction? Learn the answers to these questions and more in this article. https://hubs.ly/Q01316Zd0

Tax identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Here are some common signs of tax identity theft and how to protect yourself. https://hubs.ly/Q011d8dG0

How to Recognize and Protect Yourself Against Tax Identity Theft - Pacific Financial Group When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else’s name. But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund. U...

Potential Catalyst For A Turnaround

After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. Read more in this week's market commentary from LPL Financial. https://hubs.ly/Q012TpsV0

Tax identity theft is a problem that many potential victims do not see coming. Here are a few ways you can protect yourself against tax identity theft this tax season. https://hubs.ly/Q011d8790

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Here is some key information you need when preparing this year's taxes. https://hubs.ly/Q011d9G80

The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Stay up to date with the market: https://hubs.ly/Q012qD5x0

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It is oftentimes said that it’s never too early to get started on tax preparation. So, why not start today? Here’s an article on everything you’ll need to be ready for tax season. https://hubs.ly/Q011d8rB0

Happy Martin Luther King Day! Honor the American historical figure by choosing to spread love and light to those around you, just as he did.

There are steps you may be able to take to improve your financial situation and help manage money-related stress. Click here five habits you may wish to adopt to work toward https://hubs.ly/Q011d8dy0

This is your friendly reminder that Q4 2021 Estimated Taxes are due Monday, January 18th. Don’t forget to make your payment!

Stay up to date with the market: https://hubs.ly/Q011d71f0

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is here which means it’s time to work towards improving your financial health. We know it can be difficult figuring out where to begin, so here’s some informative insight to help get you started. https://hubs.ly/Q011d7PG0

Five Healthy Habits for Financial Wellness - Pacific Financial Group Financial stress can have a direct negative impact on a person’s health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you’re feeling, the larger your financial hurdles may seem, and the more you may rely on unhealthy stress-reducing habits. Fortunately, there ...

When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? Click the link for five important things to consider when you choose a tax preparer. https://hubs.ly/Q011d70B0

LPL Financial just released their first weekly market commentary of the year! Read it here to stay up-to-date. https://hubs.ly/Q011c_rH0

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We find that almost anyone we talk to would rather pass their taxes off to a professional than file themselves. Click here for five things to consider before you decide on a tax preparer. https://hubs.ly/Q011d72n0

With a new year comes new goals, new dreams, and new hope for a brighter future. With that said, we’re wishing you and your family a very Happy New Year!

2021 has almost come to an end. Catch up on the last weekly commentary of the year: https://hubs.ly/Q01022LR0

We had such a great time at our team lunch a couple of weeks ago. It's always good to get out of the office when we can!

Merry Christmas and Happy Holidays from Pacific Financial Group! Wishing you peace, joy, and love this Christmas and always.

Take a look at this week's market commentary: https://hubs.ly/Q01022G10

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With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Here are some different ways to give back to others in a major way this holiday season. https://hubs.ly/Q01025yS0

factors might include how corporations respond to climate change, how effective their health and safety policies are in the protection against accidents, how they manage their supply chains, how they treat their workers, etc. https://hubs.ly/Q01022HV0

Remarkable Rise Of ESG Investing: Environmental, Social and Governance Investing Basics - Pacific Financial Group Responsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and decision-making. ESG factors cover a wide spectrum of issues that traditionally are not part of financial analysis, yet may have f...

Pacific Financial Group and LPL Financial will always keep you up to date on the markets: https://hubs.ly/Q01025BJ0

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