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Two Positive Changes Brought by the Pandemic
December 12, 2021

Ask anyone how the pandemic has changed their life, and you will likely hear a long list of complaints about the negative impacts. Yes, most of us can count a number of ways that the situation has changed our lives in unfortunate or disappointing ways. But as it turns out,…

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5 Smart Steps for Millennials
November 15, 2021

We often focus on retirement planning within our blogs. Those in their thirties might think of retirement or financial planning as something that only older people think about. But now that you’ve established a career, it’s your turn! You’re making some money; now it’s time to manage it wisely. These…

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The Pandemic Prompted Early Retirement for Many
November 8, 2021

You might already be aware that the pandemic prompted something called the Great Resignation. Millions of American workers packed up and bid farewell to their employers in response to numerous changes that occurred over the past year and a half. But did you realize that many of those resigned workers…

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Some Pandemic Changes Might Actually Benefit You
June 14, 2021

The past year hasn’t exactly been fun for any of us. Aside from the obvious toll of the pandemic, we’ve all changed the way we live and work to some degree. But the good news is that some of those changes might actually benefit your budget, so maybe you shouldn’t…

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With Tax Law Changes Looming, Consider These Strategies
June 7, 2021

While nothing has been decided just yet, it looks likely that Congress will soon pass sweeping tax law changes. With most of these changes revolving around taxes on higher incomes and estate taxes, those in the upper tax brackets should probably prepare to make some adjustments to their strategies. The…

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What Are the Odds of a Fourth Stimulus Payment?
May 5, 2021

Since the passage of the American Rescue Plan in March, the IRS has distributed more than $379 billion in stimulus funds to the American public. While a welcome relief to millions of households, poll respondents say the money won’t last three months. So as our economy continues to rebound in…

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23 Ways to Revamp Your Financial Life
April 11, 2021

If you’re like a lot of people, you’ve noticed that setting goals and attaining them are two very different things. Why do we often set goals and then fail to achieve them? Psychologists say that in order to reach our goals, we must describe them in specific and measurable and…

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Missing Tax Documents? Here’s What You Need to Do
March 8, 2021

Tax season is no one’s favorite, but it’s a part of life for all of us. So you’re probably getting ready to file your 2020 income tax returns sometime within the next month or so. But what happens if you don’t receive all of the important documents you need to…

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What Happens if You Underpay Your Taxes?
February 8, 2021

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…

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This Tax Deduction Could Lead to Big Savings
February 1, 2021

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…

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