The holiday season is rapidly approaching and that means a couple of things: for most of America, it’s time to spend money on presents, food, and drink AND that the year is coming to an end. Every year, in the … Read More
Taxes
Fighting these HIGHER Rates
As much as I hate to admit it, I understand why the Fed keeps pushing interest rates up … but that doesn’t mean I like it. When it comes to “regular” folks – those who earn a living with a … Read More
Are New Taxes Coming?
To put it simply, if you make less than $200,000 annually, Congress has raised your taxes. The estimated $16.7 Billion in the United States’ new Inflation Reduction Act is coming out of the middle and lower classes’ pockets, and an … Read More
Do You Need To Keep EVERYTHING For Your Tax Records? (Nope!)
As a tax professional, my team and I see a LOT of weird ways clients save paperwork. Shoeboxes, expanding files, Ziploc bags, and PDFs are all viable, and seemingly useful. But how long do you really need to keep those … Read More
The Changing Face of College
Now that kids of all ages are back to school, it’s worth acknowledging how college is changing for many young people. The last few years, of course, distance learning became the de-facto system, but many colleges and universities have been … Read More
What Rising Rates Really Mean
Anyone who hasn’t been under a rock for the last year knows the price of nearly everything has gone up dramatically, and just about every pundit and politician has a scapegoat to blame. The downside is this: who cares who … Read More
IRS Penalty Relief for 2019 and 2020
If you owe penalties for 2019 and/ or 2020 there is some good news for you. The IRS will be waiving those penalties and this will happen automatically. If you don’t receive a refund of penalties you paid nor letter … Read More
Looking for Opportunities? Keep an eye here…
This month, we’ve been spending a lot of time focusing on – you guessed it – money. One of the things that I see coming out of the current downturn is a lot of opportunity, especially for those who have … Read More
How to Keep Your Finances Afloat
Look, let’s just be honest right now – people are struggling financially. Yes, stimulus checks are continuing to go out and they are having an impact for millions of Americans. Despite that, times are still hard for a lot of … Read More
Saving a Little More…
No matter how you were impacted by the pandemic, it’s making finances hard for a lot of folks right now. Mortgages not paid, rent payments missed, and car notes paid late. One of the things most of us have to … Read More