Jesse A. Hert CFP The Real Financial Group

Jesse A. Hert  CFP  The Real Financial Group Jesse Hert, CFP®, CLU®, CLTC, is a financial advisor with The Real Financial Group helping individ

My mission is to help you create a lifetime of financial security. Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in retirement income planning, estate planning

and wealth management planning. I'm also back by a team of Northwestern Mutual professionals who specialize in business succession planning, employee and executive benefits planning, and planning for long-term care.

06/03/2025

Not Anymore.

01/28/2022
01/26/2022

There are a couple documents that are going to be very important when you file your 2021 tax returns. Before filing a return make sure you have ADVANCE CTC LETTER 6419 and THIRD ECONOMIC IMPACT PAYMENT letter 6475.

Advance CTC letter 6419 was send out in late December 2021 and continuing into January. The letter says, “2021 Total Advance Child Tax Credit (AdvCTC) Payments” near the top and, “Letter 6419” on the bottom right-hand side of the page. Here’s what people need to know:
• The letter contains important information that can help ensure the tax return is accurate.
• People who received advance CTC payments can also check the amount of the payments they received by using the CTC Update Portal available on IRS.gov.
• Eligible taxpayers who received advance Child Tax Credit payments should file a 2021 tax return to receive the second half of the credit. Eligible taxpayers who did not receive advance Child Tax Credit payments can claim the full credit by filing a tax return.

You can create an IRS account here: https://www.irs.gov/payments/your-online-account

Third Economic Impact Payment letter 6475 will be sent out in late January 2022. These letters will be issued to people who received a third payment in late January 2021. The letter says, “Your Third Economic Impact Payment” near the top and, “Letter 6475” on the bottom right-hand side of the page. Here’s what people need to know:
• Most eligible people already received their stimulus payments. This letter will help individuals determine if they are eligible to claim the Recovery Rebate Credit (RRC) for missing stimulus payments.
• People who are eligible for RRC must file a 2021 tax return to claim their remaining stimulus amount.
• People can also use IRS online account to view their Economic Impact Payment amounts.

Both letters – 6419 and 6475 – include important information that can help people file an accurate 2021 tax return. If a return includes errors or is incomplete, it may require further review while the IRS corrects the error, which may slow the tax refund. Using this information when preparing a tax return electronically can reduce errors and avoid delays in processing.

01/16/2022
01/11/2022

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01/07/2022
11/05/2021

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Stuart, FL
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