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4 Reasons Why Tax Planning is so Important

4 Reasons Why Tax Planning is so Important

When it comes to advanced tax planning, unfortunately many people either just don’t do it or they wait until the last minute only to find out that there aren’t any options to take advantage of at the point of filing their tax return. By developing an advanced tax plan, you will be able to forecast […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning

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Meet Our CPAs

Meet Our CPAs

“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Sound tax planning can be the foundation of a successful financial plan and it is this niche that BFG Tax Service fulfills. Our CPAs are well-versed in the minimization of taxes. They know taxes can be controlled, especially […]

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Posted in: Blog, Retirement, Financial Planning, Tax Planning

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Coming Full Circle

Coming Full Circle

I have been reminiscing recently about the beginning. The beginning of the Art & Travel Club for our BFG Family. We have traveled the globe and embraced the places that make our Kansas City great. Before we started our Art & Travel clubs, I would be driving downtown and see billboards advertising an exhibit at […]

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Posted in: Blog, Retirement, Lifestyle, Kansas City

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End of Year Checklist

End of Year Checklist

With the end of the year quickly approaching the last thing you need is another checklist. However, in the midst of preparing for all of the events and activities this holiday season holds, it is just as important to make sure you take some time to review your financial checklist. For example, have you considered […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, 401(k)

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Year-End Tax Planning and QCDs

Year-End Tax Planning and QCDs

You’re thinking, “Oh boy taxes!” right? Well, unfortunately as long as you earn money, have money, and live in the United States, you’re going to pay taxes. There are significant tax planning opportunities around this time of year, every year. The problem is that most people aren’t thinking about taxes right now. They’re thinking about […]

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Posted in: Blog, Retirement, Investment Management, Tax Planning, IRA

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Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

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You Can Save More Money in Your IRA in 2019

You Can Save More Money in Your IRA in 2019

Saving for retirement? Then we’ve got some good news. The IRA contribution limit will increase to $6,000 in 2019, up from $5,500 in 2018. Even better news for some, if you’re over 50 in 2019 you’ll be able to contribute $7,000, as compared to $6,500 in 2018. Why the Limit Increase? The IRA contribution limit […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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Questions About Social Security?

Questions About Social Security?

We know Social Security is a complicated system with many rules, regulations, and year-over-year changes. That’s why we regularly bring you articles covering questions that might be top-of-mind for you on claiming your benefits. In fact, just earlier this month the Social Security Administration announced an increase of benefits in 2019. Our main goal is […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Social Security Planning, Tax Planning

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At What Age Can I Retire?

At What Age Can I Retire?

How long do you need to work? Like just about everything else in financial planning, it’s a complex question. While the average worker retires at 621, for you, that may be too early or too late. We can help answer that question by considering a few things: Do you have a pension plan through your […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, IRA, 401(k), Lifestyle

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