Noftsier Financial Services

Noftsier Financial Services Provides Tax Preparation, Financial Advice and Services to help clients plan for their short and long term goals. Registered Tax Return Preparer with the IRS.

As well as insurance products to provide protection for you and your loved ones. The IRS does not endorse any particular individual tax return preparer. For more information on tax return preparers, go to www.irs.gov

As we enjoy this long weekend, Noftsier Financial Services wishes you restful and meaningful Memorial Day. We take this ...
05/23/2026

As we enjoy this long weekend, Noftsier Financial Services wishes you restful and meaningful Memorial Day. We take this time to reflect and honor those who made the ultimate sacrifice to our country.

05/06/2026

As another tax season comes to a close, I want to take a moment to thank all of my clients for trusting me with your tax needs. It’s truly a privilege to serve you, and I’m grateful for the relationships we’ve built.

If we’ve only worked together on taxes, I’d love to remind you that I also offer financial planning services. Whether it’s preparing for retirement, managing investments, or creating a long-term strategy, I’m here to help you make financial decisions year-round.

Feel free to reach out if you’d like to start a conversation. Thank you again for your continued support!

02/05/2026

Social Security and Medicare had some changes for 2026;
1. Inflation ticked up so there was a 2.8% COLA adjustment for Social Security and SSI.
2. Part B Medicare Premiums went up almost 10% to $202.90 from $185.

If you are on Social Security, you may have already noticed the changes.

01/28/2026

Are you nearing retirement or in retirement and looking to protect stock market gains? Purchasing an annuity may protect you from stock market losses and may provide tax deferred growth. In short annuities may grow tax deferred, reduce market risk and help you gain financial stability. Disadvantages of annuities include fees, penalties to early withdrawals and any income guarantees are based on the claims making ability of the insurance company. No products are perfect, but this may help you with financial goals.

01/20/2026

Have you changed jobs and have a retirement account with your former employer? You may have 4 options:
1. Leave it with the former employer.
2. Move it to your new employer.
3. Roll the account over to an Individual Retirement Account.
4. Cash it out, which is subject to potential tax costs.
It depends on your circumstances to determine what may be the best answer, you will want to look at costs, investment options and tax implications. If you are in this situation and would like to ask more questions please contact me.

01/15/2026

$1,000 one-time payment from the government??? If you have a child born between 1/1/25 and 12/31/28 you can make an election on your tax return to have your child receive the one-time payment. The account remains in the parent's name until the child turns 18. Money can be added to the account but at this time no more additions will come from the government. The funds will grow tax free.

01/06/2026

Looking to possibly cut your tax bill this tax filing season? You have until April 15, 2026 to contribute to an IRA for 2025. Contributing to an IRA can provide tax advantages and let your savings grow through compounding. An IRA can possibly be a powerful tool for tax efficient long-term wealth building. Questions? Reach out to me.

01/02/2026

Congratulations to Kimberly Zehr. She is the winner of the Jebs gift card!! You can take Jamie Zehr with you to help get over the Ohio State loss on New Year's Eve

Cheers to a fresh start and new beginnings! The New Year is the perfect time to set new goals and plan for the future. W...
12/31/2025

Cheers to a fresh start and new beginnings! The New Year is the perfect time to set new goals and plan for the future. Wishing you health, happiness, and financial success in 2026! Noftsier Financial Services looks forward to supporting your vision.

12/29/2025

GIVEAWAY!!! We are giving away a $50 gift card to Jeb's Restaurant, after the Holiday stress of being around your family you can take your significant other out to dinner or you can just go by yourself to get away from everyone. To enter follow our page and comment on this post your financial goal for 2026. Drawing will be held on 1/2/26.

Address

5698 Naumburg Lane
Castorland, NY
13620

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm
Sunday 8am - 4pm

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