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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...
3 Stimulus Notices You Need to Keep for Your Taxes

3 Stimulus Notices You Need to Keep for Your Taxes

Millions of Americans will soon be receiving notices from the IRS regarding the stimulus payments they received in 2021.  Most people won’t need to contact the IRS or take any further action.  Simply keep the documents with the rest of your tax forms until you’re ready to file…you...

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The Best Ways to Invest in Yourself

The Best Ways to Invest in Yourself

The word “investing” is usually associated with stocks, bonds and real estate.  But there’s another type of investment you need to consider, yourself.  You’re in control of your life, health and happiness.  So, invest in things that will enhance your future wellbeing.   Make...

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Will the Child Tax Credit Payments Affect Your 2022 Taxes?

Will the Child Tax Credit Payments Affect Your 2022 Taxes?

Since July, millions of families have been receiving advance monthly payments of the Child Tax Credit.  The payments are worth up to $300 per child, depending on their age.  Some families have been using the extra cash to help with childcare, buy groceries, pay rent or catch up on...

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8 Financial New Year’s resolutions you can actually stick to

8 Financial New Year’s resolutions you can actually stick to

It’s that time of the year again!  You know, the time of year when you tell yourself how much better the new year will be because you’re going to accomplish all these great things.  Only this time around, you won’t be calling it quits by early February.  Here are some financial New...

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7 Tips to Save Money on Your Holiday Shopping

7 Tips to Save Money on Your Holiday Shopping

Between gifts, decorations and holiday travel, your wallet can take a real beating at the end of the year.  According to the National Retail Federation, consumers plan to spend around $997 this holiday season.  Whether they can actually afford to drop that kind of cash is...

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5 Things to Consider When Choosing a Health Insurance Plan

5 Things to Consider When Choosing a Health Insurance Plan

The open enrollment period for 2022 health coverage runs from November 1st until January 15, 2022.  This is your chance to shop around for a new plan through the Health Insurance Marketplace or update the plan you already have.  You must enroll by December 15th for coverage that...

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How to Have Your Best Financial Year Ever

How to Have Your Best Financial Year Ever

The pandemic has made the last few years rough for a lot of people.  But 2022 can be different.  The new year is your chance to hit the reset button and feel good about your finances again.  Use these tips to put yourself in a position to have your best financial year ever.   Create...

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