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Nancy J. Winter, CPA – Hidden Cost of Buying a Home

June 16, 2022 by Villagers Voice

The best time to get a sense of the costs involved in home ownership is before you begin to look for one. While most prospective buyers are familiar with larger costs such as mortgage payments and property taxes, smaller hidden costs such as homeowner’s insurance, utility bills and repairs also add to the cost of owning a home. [Read more...]

Filed Under: Nancy J. Winter Tagged With: home ownership

Nancy J. Winter, CPA – Why You Need a “Need to Know” File

June 10, 2022 by Villagers Voice

It’s difficult to think about what may happen if your health starts to decline — or how your loved ones will carry on after your death. But doing nothing to plan for these events could result in you losing control over your affairs while you’re still alive, and undesired confusion and anger after you’re gone. While there are many issues to think about like documenting your health care wishes, choosing an executor, or finalizing your will, there is one other issue that is of equal importance: creating a “need to know” file. [Read more...]

Filed Under: Nancy J. Winter Tagged With: records, taxes

Nancy J. Winter, CPA – Applying for Veterans Pension Benefits

June 7, 2022 by Villagers Voice

On Memorial Day, we honored those who gave their lives for our country, and we also recognized the service of millions of current and former members of the U.S. Armed Forces. Veterans are entitled to certain benefits as a result of their having served, including healthcare, education, home loans, insurance, and employment services. [Read more...]

Filed Under: Nancy J. Winter, News Tagged With: veterans benefits

Nancy J. Winter, CPA – Benefits of Working During Retirement

May 27, 2022 by Villagers Voice

Retirement looks different for everyone. Some people dream of playing golf and visiting their grandchildren, while others see it as an opportunity to learn new skills and travel more. No matter your vision for retirement, working as a senior could offer you some significant benefits—even if it’s part-time or consulting work. Whatever your reasons for working in retirement, it can reap personal and financial rewards both now and in the future. [Read more...]

Filed Under: Nancy J. Winter Tagged With: retiremet, taxes

Nancy J. Winter, CPA – How Summer Activities Impact Your Taxes

May 24, 2022 by Villagers Voice

Summer 2022 and taxes may be the last thing on your mind, but giving tax breaks a little bit of thought now could save you a lot of money when tax season comes around again. And the sooner you evaluate how these endeavors will figure into your tax return next spring, the fewer surprises you’ll face. Following are some situations that may have tax implications. [Read more...]

Filed Under: Nancy J. Winter Tagged With: summer camp, taxes

Nancy J. Winter, CPA – Making Finances a Family Affair

May 13, 2022 by Villagers Voice

As a child, money really doesn’t hold the same value as it does in our adulthood. Children only think about money and finances in general when it relates to something they want or think they need – often tangible items like clothes, shoes, or that shiny new toy.

Maybe we had the same ideals during our adolescence until life showed us differently. As adults, it’s important we leverage what we know now and create an environment where the entire family can benefit – no matter the age. Following are some suggestions that will help children generate better decision-making skills as it relates to finances. [Read more...]

Filed Under: Nancy J. Winter Tagged With: budgeting, finances

Nancy J. Winter, CPA – Did You Miss the Tax Deadline?

May 6, 2022 by Villagers Voice

The tax deadline has come and gone unless of course, you filed a tax extension. If you missed the tax deadline and didn’t file your taxes or an extension, here are a few steps you can take to get your taxes done. [Read more...]

Filed Under: Nancy J. Winter Tagged With: taxes

Nancy J. Winter, CPA – Defining Financial Health

April 29, 2022 by Villagers Voice

Similar to physical health, financial health is fundamental for a successful and happy life. Being unable to pay your bills, having little or no savings, and being stuck with a low credit score can significantly impact your quality of life. [Read more...]

Filed Under: Nancy J. Winter Tagged With: finances

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