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Archive for 'Cindy Szymanski'

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor Although it may not feel like it, summer is just around the corner!  With the 2016 tax season being over, and summer fun at our doorstep, now is a good time to give yourself a financial check-up to make sure you are still on track. Track your spending – […]

By Cindy Szymanski, CFP®, Financial Advisor This year, the tax season deadline is April 18, 2016. We get an extra day because of the celebration in Washington of Emancipation Day on April 15th. This extra day is also good for sending in your first quarterly estimated tax payment. Even with the extra day, some of […]

By Cindy Szymanski, CFP®, Financial Advisor For most of us the 2014 tax filing season is over. If you recently filed your return, but have not yet received your refund, you need to be vigilant on keeping track of your refund status, because tax Identity theft continues to be a real problem. For example, you […]

Charitable Foundations and Your Taxes

By Cindy Szymanski, CFP®, Financial Advisor Many of us make regular charitable donations. Whether it is cash to a religious organization or a favorite charity, or maybe clothing/household items to organizations like Purple Heart, Red Cross or the Salvation Army – most of us donate something to a non-profit organization by the end of the […]

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