Taxes & Insurance

 

We understand that navigating your taxes and their regulations can seem daunting. Let us help simplify your life by collaborating with tax and insurance professionals to show you ways to possibly keep more money in your pocket today while also being prepared for taxes.

Understanding What Your Home and Auto Insurance Covers

GIF_Financial Academy Jan 2024

We all know that insurance is important to protect ourselves and our property, but do we truly understand what that means? Let us help you answer that question by breaking down the basics of your property and casualty policies and options. Click on the video above for access to the full video and presentation slides as well!

5 Things You Can Do to Become More Tax Efficient This Year

GIF_Financial Academy Jan 2024

Discover five key strategies that you can implement to optimize your new year tax planning. In this session, we will share valuable insights to help you prepare for the upcoming tax year.Click on the video above for access to the full video and presentation slides as well!

Tax Tips, Tools, And Answers For An Easier Tax Season

Getting The Full Squeeze: 3 Tips to Make the Most of Tax Time

Protecting Your Family's Future With Insurance

GIF_Financial Academy Sept 2023

The word "insurance" often scares people. We get it. Preparing for the unknown can feel daunting. But the truth is, purchasing insurance is more than just facing the unexpected. It’s about protecting your family and loved ones from it. Join financial adviser, Tristan Talley and insurance expert, Chris Jensen as they share how life and property insurance policies can provide you and your family security with just a little proper planning. Click on the video above for access to the full video and presentation slides as well!

Income Tax Strategies: Beyond the Basics

Simple but effective income tax strategies exist to help you save some of your hard-earned money. Get the most out of your paycheck with a little effort and a well-thought-out plan. Join us alongside Chris Velis, as we explore a few strategic approaches for income tax planning.

Tax Tips, Tools, And Answers For An Easier Tax Season

Giving Back: Your Charitable Giving Guide

The season of giving is here. But what steps should you take after donating any time of year? Mike Gouldin, Senior Vice President of Retirement Services is here to answer your questions and go over best practices when donating to charity.

A Guide to Charitable Donations

Taxes... Now or Later: Pre-Tax vs. Roth Savings

This session is designed to not only have you understanding the difference between Roth & pre-tax savings but also to help you decide which makes sense for your unique situation. Here, we evaluate the difference between saving in a Roth IRA compared to Roth 401(k) contributions. This is one area that you can create some serious efficiency with your retirement savings.

Investment advice is offered through OneDigital Investment Advisers, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisers and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

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