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What You Need to Know for the 2024 Tax Season

Curious about the latest tax changes?  Don’t worry, we’ve got you covered.  We’ll highlight any tax law changes or adjustments that may affect your return, so you can continue to file...

4 Things to Know About Filing a Tax Extension

The information in this article is up to date for tax year 2023 (returns filed in 2024). Your tax return must be postmarked by April 15th to be considered on time.  If you’re unable to meet the...

Last-Minute Tax Filing Tips

The information in this article is up to date for tax year 2023 (returns filed in 2024). Listen up procrastinators, you’ve avoided your taxes for long enough. Waiting until the last-minute to file...

How Do I Start Rebuilding My Finances After Divorce?

The information in this article is up to date for tax year 2023 (returns filed in 2024). Not everyone who says “I do” goes on to live happily ever after.  Studies show that 35 to 50 percent of U.S....

Filing Taxes After Your Name Has Changed

The information in this article is up to date for tax year 2023 (returns filed in 2024). If you were married or divorced and changed your name last year, be sure to notify the Social Security...

7 Tips for Meeting the Tax Deadline

The information in this article is up to date for tax year 2023 (returns filed in 2024). Some things require planning, and that's especially true when it comes to filing your taxes! Waiting until...
10 Ways to Save More and Spend Less in the Coming Year

10 Ways to Save More and Spend Less in the Coming Year

If you want to improve your financial life and get ahead in the coming year, you need to take a proactive approach. Better finances will not just fall into your lap; if you want to do better, you need to make it happen. Saving more and spending less can seem like a daunting task,...

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Best Apps for Seniors:  Safety, Fun and Entertainment

Best Apps for Seniors: Safety, Fun and Entertainment

If you have older loved ones in your family, you may be called up for your tech support and technological expertise. These ad hoc arrangements are common in the digital age, and they help to close the knowledge gap for seniors who are curious about the internet but not quite sure...

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Tips and Tricks for Saving Big on Airfare

Tips and Tricks for Saving Big on Airfare

If you’ve tried to book a trip recently, you know that flights have gotten a lot more expensive.  Rising fuel costs, staffing shortages and high demand are to blame.  Although flight prices have gone up, there are still deals to be found.  Here are some tips for...

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Special Reminder for IRA Owners Age 70½ or Over

Special Reminder for IRA Owners Age 70½ or Over

WASHINGTON — The Internal Revenue Service today reminded IRA owners age 70½ or over of their option to transfer up to $100,000 to charity tax-free each year. These transfers, known as qualified charitable distributions or QCDs, offer eligible older Americans a great way to easily...

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Get Ready Now to File Your 2022 Federal Income Tax Return

Get Ready Now to File Your 2022 Federal Income Tax Return

WASHINGTON — The Internal Revenue Service today encouraged taxpayers to take simple steps before the end of the year to make filing their 2022 federal tax return easier. With a little advance preparation, a preview of tax changes and convenient online tools, taxpayers can...

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Taxpayers Shouldn’t Let Gift Card Scammers Ruin the Holidays

Taxpayers Shouldn’t Let Gift Card Scammers Ruin the Holidays

During the holiday season, taxpayers should be aware of gift card scams thieves commonly use this time of year. Con artists will target taxpayers by asking them to pay a fake tax bill with gift cards. They may also use a compromised email account to send emails requesting gift card...

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