Financial New Year Resolutions

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4 years ago

Attempting to get personal or business finances in order, after neglecting them for a period of time, can seem like a daunting process. January is a prime time to make a resolution and create a plan. Creating financial resolutions at the beginning of the year naturally provides the planner with a month-by-month timeline and finite year-end checkpoints.

Having a concise plan that is clearly mapped out is critical to financial planning success. It is surprising that only 31% of Americans said they would make financial resolutions for 2015, especially given that 51% of the people that made financial resolutions in 2014, now report they feel better off financially. January isn’t over yet, so it’s not too late to take advantage of the full calendar year ahead.

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Five Stone Tax Advisers has years of experience negotiating directly with the IRS to get the best possible outcome. Our Tax Preparation and Planning unit has a team of tax attorneys, certified public accountants and enrolled agents that form a single sourced point of contact to ensure you stay compliant and pay less taxes.