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Tag: military

Wrapping Up 2018

2018 has been a great year here at The Table FP with these highlights.

December 19, 2018January 10, 2019AFC®, Andrea Clark, Arizona, CFP®, Christmas, Financial Journey, financial planning, Fountain Hills, military, the table financial planningLeave a comment

Waiting Until March is Madness

Taxes now, basketball later.

November 28, 2018November 28, 2018accountant, AGI, Andrea Clark, Arizona, CFP®, child tax credit, college financial planning, CPA, Fountain Hills, income tax, itemize, landlord, march madness, military, military financial planning, pass through income, planner, property tax, small business owner, standard deduction, tax credit, tax deduction, tax planning, TCJA, the table financial planning1 Comment

The Heart Act

As Veteran's Day approaches, I want to touch on some topics that are unique to the military families whom I serve.

November 7, 2018November 13, 2018529, Andrea Clark, death gratuity, financial planning, Fountain Hills, Heart Act, irs retirement contribution limits, military, Roth IRA, SGLI, surviving spouse, survivor's benefitsLeave a comment

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Andrea Clark, CFP®, AFC®

(618) 363-4050

andrea@thetablefinancialplanning.com

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