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Archives for December 2018

The Future of Your Finances Starts Today

December 23, 2018 by Jake Worline

A solid financial future begins today, so much of my work is teaching others tools of the trade. The trade? Saving.

Your future is built on contributions you make today, and something I can’t emphasize enough is that it’s never too early to plan for later. That’s why I aim to teach millennials the different options when it comes to planning, saving, and being smart with their money.

Of course, it’s unlikely that a company would offer a premium savings plan to temporary, seasonal, or even part-time employees; this is where some young adults assume they’re out of luck. They’re wrong! Tons of options are out there for young, low-income employees (even if they’re working solely to supplement their summertime shenanigans). There’s an array of ways to contribute the money you make as a young adult into a savings account.

Young adults don’t always understand the necessity of a strong financial foundation at their age, and I’m here to tell them a rainy day fund won’t necessarily cut it for retirement. Although a summertime retail job might not be part the of long-term career goal, all income earned is an opportunity for the future. Whether that opportunity comes in the form of a little extra cash from a tax return, an IRA, or an investment—I want to teach millennials all of their options.

As a financial advisor, my job is simple: I help get more money into my clients’ pockets. No matter how old you are or what your current financial situation is, I want to help you gain better control of your finances. Call 702-515-4025 for a free consultation.

—Jake

Filed Under: Financial Advising Tagged With: 401k, finance help, financial advising, IRA, jake the tax guy, saving

Why Jake the Tax Guy?

December 19, 2018 by Jake Worline

With the new year rapidly approaching—so is tax season!

This January, expect to receive your W-2s, 1099s, or any other tax form as you head to the mailbox. What else can you expect? A huge headache from all the information you need to know, understand, and reference! Why go through the hassle of searching for receipts, crunching numbers, and filling out forms when you can rest easy knowing your taxes are in the hands of Jake The Tax Guy?

You could say I’m an expert of all things finance, but this tax season, I want to help you get the best, most rewarding return. When it comes to the tax services I provide, my goal is the same as yours: to keep as much money in your pocket as possible. Whether you need help with complex tax write-offs for your business or filing basic income taxes as an individual, I’m ready to assist you.

All year long, I stay up-to-date on changes to the tax laws, so I can offer relevant, resourceful tax preparation and services to my clients. Most individuals use cookie-cutter tax software that would be useful if your finances were cookie-cutter—but they’re not. This software uses a plug-and-chug method to determine the amount of money you should receive, but I take it a step further. By looking at your finances on a deeper level and helping you understand what can be sheltered from taxation, we will maximize what you get back.

Your finances are personal, unique, and specific. So, why shouldn’t filing your taxes be? Call 702-515-4025 for a free consultation!

—Jake

Filed Under: Taxes Tagged With: jake the tax guy, tax season

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