Consistent tax refund year after year? Time to revisit your withholdings so Uncle Sam stops benefiting from your interest free loan.

When organizing your hard copy files, use broad categories to label your folders. Keep it simple to make it easier to maintain.

Tax Saving Tips: Max out your retirement plan contributions; take RMDs; Do charitable Giving

Something nice happen to you? Think about a charitable donation to mark the occasion.

Tax Savings Tips: Consider bunching deductions; Engage in tax loss harvesting; Get your health care coverage in order.

Government shutdown didn't change tax return due dates: 4/15 for individual returns 4/17 if you live in MA or ME.

Make it an annual practice to read through your home, auto, life, umbrella, and disability policies and determine if anything needs changing.

Scan your tax notices from banks, brokers, employers, etc. so you are paperless to do your taxes.

Very excited for this year's FPA NorCal Conference #VirtualConference #keynotespeaker Salman Khan Cameo Roberson #fpanorcal2021

Do you know that you will have the opportunity for CFP® CE credit during FPA NorCal 2021 conference? Get even more CFP® CE credits with the On-Demand Speaker Sessions over the following two weeks from June 4 -19. #fpanorcal2021 #fpanorcal #cfppro #virtualconference

So looking forward to again attending Heather Jarvis student loan session at FPA NorCal Conference 2021 conference #fpanorcal2021

Can't wait for Chocolate tasting FPA NorCal Conference conference!

Tell us honestly, have you taken the time to improve your SEO? @KristenLuke will teach SEO strategies to improve your overall online presence. We are eager to hear this #fpanorcal2021 session "Local SEO: How To Optimize Your Online Presence To Attract Local Prospects."

I haven't taken the time for SEO yet! So looking forward to your session @KristenLuke at #fapnorcal2021

Fireside chat with Salman Khan and our own Eric Flett: · From Sal: "It’s not technology to replace teachers, it’s what are the pedagogical goals and what are your resources to meet them? In teaching....it’s personalization…that’s where Khan Academy can help fpanorcal2021

Great advice from Salman Khan today - interaction and breaks are crucial to keeping interested for online AND in-person meetings or education training sessions. #fpanorcal2021

Competency-based learning vs. seat-based learning, what is best for your child? Salman Khan #fpanorcal2021

So much needed stretch while at FPA NorCal Conference #fpanorcal2021 virtual conference! Thank you, Jennifer fitphoria

So excited for this training today!! Check it out! upvir.al/ref/Gh61534839…

Stay tuned for updates when #studentdebtrelief application goes live.