TrueBond Financial

Once you've pinpointed your income sources, the next step in retirement income planning is to determine what expenses you will be paying for throughout your retirement. Doing so will give you a clearer picture on how much money you will need to save for to live comfortably in retirement. If you're looking for any assistance with your retirement plan, we're here to help. Call us at (510) 730-9232 to schedule your appointment today.

Maintaining proper documentation, time management skills, and automating daily tasks can significantly help your organization and success as a business owner. Maintain accurate records of your business finances through recording every transaction into the proper accounts on a weekly basis. Keep copies of all your invoices, cash receipts and cash payments as well for tax purposes. Need other business tips? Contact us at (510) 730-9232 – we’d love to help!

For the tax year 2024, a nonrefundable clean vehicle (CV) tax credit of up to $7,500 is available for buying certain new fully electric, plug-in hybrid and fuel-cell electric vehicles. Alternatively, a credit of up to $4,000 is available to taxpayers purchasing eligible used vehicles. Vehicle eligibility and the size of the credit depend on factors such as the cost of the vehicle whether it satisfies certain manufacturing requirements and the taxpayer’s annual income.