Clear Fun Advisory

It’s April 15, 2026 — your final call to:

✔️ File your tax return
✔️ Submit an extension (Form 4868)
✔️ Pay any taxes owed
✔️ Make last-minute IRA/HSA contributions

If you haven’t done it yet… this is your sign. ⏳

Don’t risk penalties or missed opportunities — take action today.

Need last-minute help? Reach out now — we’ve got you!

We’re a few months into 2026 — how’s your heart doing?

In a world that’s always pushing us toward the next goal, the next level, the next upgrade… sometimes the most powerful thing we can do is pause and appreciate what we already have.

The steady income.
The lessons learned.
The people who show up for us.
The progress (even if it’s small).

Gratitude doesn’t mean everything is perfect. It just means we’re choosing to notice the good while we build toward better. 🌿

Let’s slow down for a moment and celebrate where we are right now.

What’s one thing you’re grateful for in 2026 so far? Drop it in the comments 👇

If you turned 73 in 2025, this is important for you 👇

You generally have until April 1, 2026 to take your first Required Minimum Distribution (RMD) from your retirement accounts for the 2025 tax year.

Missing this deadline could result in significant penalties, so it’s crucial to review your retirement accounts and ensure your distribution is processed on time.

Also remember: taking your first RMD in 2026 may impact your taxable income for the year — especially if you’ll also need to take your 2026 RMD by December 31, 2026. Proper planning matters.

Not sure how your RMD affects your taxes? Reach out to us today — we’re here to help you stay compliant and avoid penalties.