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How to File an Extension on Your 2022 Tax Return

With the filing due date fast approaching, you are probably in the process of collecting all of your tax-related documents from the past year. Tax returns must be submitted by April 18th this year. If you realize that you are going to need more time to compile information for your tax return or haven’t received all of the documents you need, it will be in your best interest to file a tax extension. This will extend the due date up until October 16, 2023. Continue reading to learn how to file a paper tax extension.

Financial Planning Taxes

2023 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials.  As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health.  We hope you find this checklist helpful! You can download the checklist here:

Investing Financial Planning Taxes Retirement Planning Social Security Insurance

Informational Video: ANCHOR Benefit Program Deadline Extended

The ANCHOR benefit application deadline has now been extended to January 31, 2023. This video presentation, originally published on October 11, 2022, has relevant information regarding the New Jersey program, but with the original application deadline of December 30th. The program provides property tax relief to NJ residents who either owned or rented their main residence on October 1, 2019 and met the income limits.

Financial Planning Taxes Videos

BFG in the News: Nick answers a reader’s question about paying for college expenses

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “College bills are due soon. Which money should we use first?”, originally published on July 5, 2022. As with most financial questions, the answers will depend on your individual situation, but you can think of the three accounts as...

Financial Planning Taxes College Planning Insights