By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death … Continue Reading Estate Planning: An Introduction
In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are … Continue Reading Tax-Advantaged Ways to Save for College
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and … Continue Reading Merging Your Money When You Marry
You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. … Continue Reading Living with Your Parents: Should You Stay or Should You Go?
You vaguely remember signing a form every year at college registration time. Now that you’ve graduated, it’s all become painfully clear — those forms were promissory notes detailing your student … Continue Reading Repaying Your Student Loans
Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to … Continue Reading Establishing a Budget
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a … Continue Reading Getting Started: Establishing a Financial Safety Net
If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will … Continue Reading How Student Loans Impact Your Credit
Here’s a list of attributes you should look for: The tax filing season is upon us, and many of you are looking for professional to file a tax return. I say … Continue Reading Looking for a tax preparer?
This is a repost from the U. S. Chamber of Commerce to answer your questions regarding the small business loan. 1. What loans are available to help small businesses during … Continue Reading 10 Common Coronavirus Small Business Loan Questions
What is the Paycheck Protection Program? You may have heard or seen tons of information regarding the newly signed stimulus bill. The Coronavirus Aid, Relief, and Economic Security (CARES) Act … Continue Reading Cares Act- Paycheck Protection Program
You need to be aware that aggressive criminals pose as IRS agents in hopes of stealing money or personal information. The tax filing season is a prime time for phone … Continue Reading Phone Scams During Tax Season
Contributing to a traditional IRA Starting in 2020, the new law eliminated the age limit for making contributions to traditional IRAs. This means many older taxpayers can now choose to … Continue Reading New Tax law helps you save for retirement
If you are a business owner i’m pretty sure you have tons of questions related to taxes such as, what to deduct? What tax credits are available to me? Fortunately … Continue Reading 8 Strategies for Small Business Owners
Several years ago, the IRS Exempt Organizations Division published a list of the Top 10 errors they saw on the “new” Form 990 in the early years of filing that … Continue Reading Top 10 Errors Form 990 can trigger an IRS audit
If you’re in the medical field, you probably don’t have time for taxes, or you are confused about how the tax world works. Your taxes could be complicated or simple, … Continue Reading The Tax Deduction and write-off tips for nurses, midwives and doctors.