Cassidy Financial Group, Inc.

Spring has sprung! It’s time to think about how you could grow your money!
Call 405-552-3922 and talk to Diann Cassidy about helping you analyze your finances and investments in the future. We want you to bloom in 2022!

A New direction for a New year? Call Cassidy Financial Group, Inc. at 405-552-3922. Diann Cassidy can help you navigate a route to pursue your financial goals beginning from where you are - Right Now! Happy New Year!!!

The Internal Revenue Service has already encouraged taxpayers, including those who received stimulus payments or advance Child Tax Credit payments, to take important steps this fall to help them file their federal tax returns in 2022.
Diann Cassidy is an enrolled agent and can help you with your tax returns. Call 405-552-3922 to learn more. Now is the time to navigate through your numbers … and let Diann crunch them!

May you all have a blessed and Happy and safe Thanksgiving holiday! M. Diann Cassidy

Autumn is here and the changing of the season can be an ideal time to revisit your financial plans. What goals do you want to pursue in 2022? We can help guide you in reaching your goals! Give us a call at 405-552-3922! We are here to help.

When you’re firing up the grill with family and friends this summer, it’s easy to put your financial plans on the back burner. But don’t forget to monitor your spending and investments.
This summer, take a step back and think twice before you follow on the heels of seasonal investing advice.
We all know the markets are on a roller coaster. Let Cassidy Financial Group help you ride it out while you make plans to ride the real roller coaster at the State Fair.
Call 405-552-3922 and enjoy yourself and keep cool!

Oklahomans have a chance to breathe when it comes to filing income tax returns.
The State of Oklahoma and the Internal Revenue Service have extended this year’s deadline to file to JUNE 15th! Due to the winter storm, resulting damage to homes and business and the disaster declaration, we have more time to get our tax act together. Diann Cassidy is an Enrolled Agent and is happy to help you with your 2020 returns. Call Cassidy Financial Group at 405-552-3922 with questions.

Happy New Year and happy tax preparation time! Diann Cassidy is a Registered Representative AND an Enrolled Agent. Call Cassidy Financial Group and join our growing list of clients who have complete trust in us for tax return preparation and representation! 405-552-3922. We are here for you!

A FEW TIPS FOR YOUR END-OF-YEAR PLANNING
1. Make sure you’re withholding enough from your paycheck
A report from the Government Accountability Office estimates about 21 percent of taxpayers don’t withhold enough to pay what they owe at tax time. Also, you can send an estimated tax payment at anytime.
2. Max out your retirement account contributions
Tax-advantaged retirement accounts (such as a traditional IRA or 401(k) plan) compound over time and are funded with pre-tax dollars. That makes them a great investment in your future.
3. Take any RMDs from traditional retirement accounts (if you’re age 72 or older)
Traditional IRAs require regular minimum distributions (RMDs) by the April 1 that follows the year you turn 72.
*Note: The CARES Act has waived RMDs for 2020.
4. “Harvest” your investment losses to offset your gains
Tax-loss harvesting is a strategy by which you sell taxable* investment assets such as stocks, bonds and mutual funds at a loss to lower your tax liability.
And/Or Call Cassidy Financial Group, Inc. to learn more! 405-552-3922
With a little planning before the year ends, you can be better prepared for the upcoming tax season.