Calling All Taxpayers: Plan Now or Pay Later
Waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to jumpstart your midyear tax planning review.
Tax Tips for Your Summer Job
Whether it's your child's first job or an extra income opportunity for you, here are some tips to help manage the taxes on your summer earnings.
Graduation Season: A Great Time to Review Money Basics
With graduation season upon us, now is a great time to review some key money habits. Great information for everyone!
Safeguarding Your Business’s Cash with Segregation of Duties
Small businesses can battle fraud using a simple segregation of duties framework. Here's what you need to know.
Tax Quiz – The Very First Form 1040
The modern 1040 individual income tax form was introduced in 1913. Here's a short quiz to see how well you know what was included on this very first tax form. Enjoy!
Help Older Adults Stand Up Against Scams
Here's a look at some of the more common scams that target older adults, along with some ideas to help stand up against these would-be thieves.
Great Money Habits
Developing and maintaining great money habits can help you lay the foundation for achieving your financial goals. Here are some ideas.
Everyone Wants a Piece of Your Income
A monthly bill for this. A monthly bill for that. Annuity billing is all the rage. Here are ideas to control this money grabbing habit from businesses reaching into your pocket.
New Tax Rules Mean Changes for Retirement Accounts
A bill passed by Congress in late 2022 features numerous ways to save more money in your tax advantaged retirement accounts. Here are several of the bill's provisions and what they mean for you.
Attention Businesses: File on Time or Pay the Price!
Missing the March 15th tax return filing deadline for businesses could cost you a hefty penalty. Here's what you need to know about IRS penalties for businesses.
Getting the Most Out of Homeowners Insurance
Reviewing the details of your homeowners insurance can yield great benefits and avoid possible surprises should you need to file a claim. Here are some ideas.
Tips for Working Beyond Retirement Age
If you decide to continuing working into retirement, here are some tips to make sure you get the greatest benefit from your efforts.
Why You Should File Your Tax Return Early
Tax filing season officially began on January 23rd. Not many people file that early, but for some it makes sense to do so. Here are some common reasons to consider filing as soon as you can.
Tips to Make Sure Your Tax Return Doesn’t Get Stuck!
Here are several ways to make sure that your tax return is prepared and filed as quickly (and as accurately!) as possible.
Keys to Success as an Independent Contractor
Succeeding as an independent contractor requires understanding a different set of key success factors than being a full-time employee. Here's what you need to know.
Jumpstart Your Savings with These 3 Rules
If you want to ramp up your savings, every little bit helps. Consider these 3 rules to jumpstart your savings and start building wealth.
It’s Tax Time! Tips to Get Organized
As the tax filing season approaches, here are some tips to help get you organized.
Alternative Ideas to New Year’s Resolutions
Here are seven alternatives to the traditional New Year's resolutions that could help you in 2023.
Plan Your Retirement Savings Goals for 2023
A big jump in cost-of-living calculations means a big jump in how much you can contribute to retirement accounts! Here are annual contribution limits for some of the popular retirement plans.
Correcting Common Financial Mistakes
When a not-so-nice financial event hits, don't let it take you down. Here are some common miscues and steps to remedy each situation.
Year-End Tax Cutting Ideas
Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly.
Test Your Holiday Song Knowledge!
As you gather with family and friends this holiday season, have fun with our annual holiday quiz.This year's edition focuses on popular holiday songs.
Identity Thieves Love Tax Season
Here are several ways that identity thieves will target you during the upcoming tax season, along with common signs of ID theft and steps to take if you become a victim.
Fork in the Road: Repair or Replace Your Vehicle
Deciding whether to put more money into an aging car or to replace it is rarely a simple decision. Here are some ideas to consider when deciding which choice is the best decision for yourself.
Tax Court Corner
Here’s a roundup of several recent tax court cases and [...]
Raising a Financially Savvy Child
If you have children or grandchildren, you have an opportunity [...]
‘Tis the Season for Gift Card Fraud
With supply chain snarls still plaguing parts of the U.S. [...]
Ingredients of a Successful Business Partnership
Like a bundle of sticks, good business partners support each [...]
New Terms and Trends: Do You Know Them?
Just like clothing and fashion trends, new phrases and terms [...]
Ideas to Improve Your Personal Cash Flow
One of the most common reasons businesses fail is due [...]
Still Time to Reduce any Tax Surprises!
Consider conducting a final tax planning review now to see [...]
Taming Monthly Bill Creep
Paying bills is inevitable, but paying too much is not. [...]
Tips to Protect Your Social Security Number
Very few things in life can create a higher degree [...]
Under the Hood
The underbelly of replacing a totaled car Underneath the still [...]
New Electric Vehicle and Other Energy Credits
Tax incentives for purchasing clean (electric) vehicles and installing high [...]