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For most workers, Form W-4 (filed with your employer) allows you to claim exemptions and accurately estimate your income tax liability pay period. But sometimes, changes during the year such as marriage, divorce, or a raise can throw off those estimates. If you’re pushed into a higher tax bracket, you…
At the end of December 2020, Congress passed a large spending bill addressing many of the problems we faced in the last year. For taxpayers, one aspect of that bill might hold promise in lowering income tax liability, both now and for many years to come. In response to the…
After decades of planning, you might expect your retirement years to unfold just as you imagined. Hopefully that will be the case, but we wanted to warn those of you still in the planning stages: These six things often take retirees by surprise. You might still work. Some retirees simply…
Over the past year, we’ve all been reminded of the importance of preparing for emergencies. Now, it’s time to put those lessons to work. The following resolutions can help you get your finances in order now, so that you’re better prepared to weather any storm that comes your way in…
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