Green and Gold Financial Planning, LLC

10/21/2021

Are you serving in the Reserves or the National Guard and receiving disability compensation? Are you tired of receiving debt notices from the VA? There is a way to put some predictability back in how you repay any DC received while serving.

Are you receiving a notice from the VA that you owe back a portion of your disability pay? Going into VA Debt Collection can not only be an annoying process but it can also disrupt your monthly cash flow and create some financial uncertainty into your life. Fortunately, there is a process to try and...

08/26/2021

Are you aware of the tax benefits available to you as a service member? Be pro-active and have a process...dictate your taxes versus having them dictated to you!

Do you know the tax benefits available to you as a servicemember? In this month’s article we will talk about what those benefits are and who they apply to. Combat Zone Tax Exclusion

07/10/2021

Are you tracking the changes to the Child Tax Credit for 2021? Not only has the amount been increased to $3,000 and for some children to $3,600, but the payments will start in July of 2020. This flowchart can help you determine if you are eligible and if you qualify for the enhanced credit. To find out how much you could start receiving in July, contact me at [email protected] . Picture 1 is for Married filers, filing jointly, picture 2 is for Single filers, and picture 3 is for those filing as the Head of Household.

11/28/2020

2020 Tax Prep Pricing is live...lock in your appointments early! It's not just about tax preparation, it's tax planning.

11/27/2020

How can a 529 account fit into your financial plan? Bonus, if you are a Massachusetts resident, you may be eligible for a free contribution!

One of the most often asked questions I receive as a Financial Planner is from parents asking about saving for their Children’s educations. My advice is often to start early and use a 529 plan. Now, for Massachusetts residents, I have even another reason to preach starting early and using a 529 pl...

10/19/2020

You may have heard about the Payroll Tax Deferment happening now...what does this mean for you? https://www.greenandgoldfinancial.com/blog01/what-payroll-tax-deferment

What Is It?

09/03/2020

Just finished meeting with a great Military couple preparing to retire in 2021. How confident are you in your plan? It never hurts to get another set of eyes on it and our pricing is designed to fit your budget.

07/24/2020

New for the Military Financial Advisors Association: Do you know how your disability payment affects your military pension? Get the facts on Concurrent Retirement Payments. http://militaryfinancialadvisors.org/blog/

07/13/2020

Did you put off your 2019 taxes? The countdown is on...don't need to go at it alone, schedule an appointment to get them completed in the next 3 days! https://calendly.com/john-gandg/tax?month=2020-07

07/13/2020

July 15th isn't just the tax filing deadline this year, it is also the last day to contribute to your IRA for 2019...still time to take advantage of this retirement saving vehicle!

06/26/2020

Lots of changes going on over at the TSP. Some are temporary as a response to the Coronavirus and some are permanent changes. Learn about your new options!

Things are a changing over at the TSP. Whether it is temporary due to the Coronavirus or permanent to make the TSP more competitive to civilian retirement account options, there are more options for you and your TSP investment.

06/19/2020

Military Financial Advisors has released its first round of articles focused on military finance related topics. Happy to be a member of this group! http://militaryfinancialadvisors.org/blog/