Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.
Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.
Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.
Common Missing Tax Return Items
Want your tax return filed quickly and without error? Then double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed.
When you're starting an emergency fund from scratch and don't have a lot - or any - extra cash at the end of the month, consider these ideas to help grow your fund.
How to make online interaction better for your health
More than half the world uses social media sites every day. Research has shown, though, that too much social media can have negative effects on mental health. Here's what you need to know.
Important Moves to Consider When Interest Rates Change
A domino effect occurs each time the Federal Reserve changes interest rates. Here are some ideas for your own financial plan depending on whether rates go up or down.
Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.
Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.
Yes! You Owe Tax on That
6 Surprising Taxable Items
If something of value changes hands, you can bet the IRS considers a way to tax it. Here are five taxable items that might surprise you.
With more companies using your credit score to determine everything from interest rates to car insurance premiums, now is a great time to review and improve your credit rating. Here are some ideas.
Avoid a Penalty and Tax Surprise when Withdrawing from Retirement Accounts
Retirement accounts that provide tax breaks have very specific rules that must be followed if you want to enjoy the financial rewards of those tax breaks.
A new year means filing your 2023 tax return is right around the corner!
With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get your refund!) as quickly as possible.
And with the new year and two years of inflation, why not review some ideas to help set financial goals for the family that addresses the challenges in our current financial landscape? A number of ideas are outlined here for your consideration.
All this and some great ideas to manage your business's cash flow and a general interest article to raise awareness on the business of fake products.
As always, feel free to reach out with any question or comments.
Tips for a Smooth Tax Season
Here's a checklist to help make filing your return as stress-free as possible.
With the new year underway, it may be time to come up with a new list of goals and habits that could make 2024 the most financially rewarding year yet for your entire family. Here are some ideas.
Counterfeiters are getting better at tricking you, costing you more money and quality with some of what you buy. Here are some commonly counterfeited items and how to protect yourself.
Focusing solely on sales and profits can create a surprise for any business when there is not enough cash to pay the bills. Here are five key principals to improve your cash management.
The temperature isn’t the only thing falling this time of year.
Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out!
To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several year-end tax cutting ideas.
Also have fun with the entire family by testing your holiday knowledge with our annual trivia quiz! Also learn about tax surprises to watch out for, and some key ingredients to be mindful of if you’re a part of a business partnership.
Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.
Year-End Tax Cutting Moves to Consider
Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly.
Our tax code contains plenty of opportunities to cut your taxes. There are also plenty of places that create a surprising tax bill. Here are some of the more common.
This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.
With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.
Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.
Tax Planning: Now More Important Than Ever
Tax planning can make a difference, especially if you review your situation before the end of the year.
While the cost of everything has skyrocketed over the past two years, not all hope is lost. Consider these tips to spend less to help offset the effect that inflation has had on your finances.