Your 1040 tax form is more valuable than you might think

While you may only think about your IRS 1040 tax form once a year, it actually provides a lot of information that can help you with your overall financial strategy. 

For instance: 

• Do you have enough life insurance?
• Are your assets tax-diversified?
• Are you saving for your children’s college education?
• Do you have enough saved for retirement?

Let’s schedule time to review your 1040 together to make sure your goals are still on track.

^{This information is for educational purposes only and should not be considered specific tax, legal, investment of planning advice.}

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