W-2 Earners

Round Up Those Receipts: Your Ticket to Tax Savings Awaits!

I hope this finds you enjoying a fun-filled week between Christmas and New Years, but while a lot of folks are taking it easy, let’s talk about the elephant in the room—those pesky receipts that you’ll need to file your … Read More

Harvest Tax Losses – How to Make Your Investments Do a Jig at Year-End!

It’s that time of the year again—yes, the holidays, but an equally festive period of harvesting tax losses. Yes, you read that right. Harvesting losses on investments can be like having your pie and eating it too, financially speaking. Let’s … Read More

Boost Your Future and Lower Your Taxes: Max Out Retirement Contributions

Time is of the essence as the year draws to a close, especially when it comes to securing your financial future. One action item that can’t wait is maximizing your contributions to retirement accounts like 401(k)s and IRAs. You see, … Read More

De-Grinching Christmas

Maybe the Grinch isn’t real, but as inflation continues to impact our budgets, it could feel like you’ve lost yet another Christmas to has been stolen.             Happily, there are still ways to save some money.             First, it’s smart … Read More

The Critical Importance of Adjusting Your W-4 Before Year-End

As the year draws to a close, I want to bring your attention to an often-overlooked tax strategy that could significantly impact your financial standing: adjusting your W-4 withholding. Life doesn’t remain static, and neither should your tax strategy. Now, … Read More

Unleash Your Inner Santa: Tax-Savvy Gifting for the Win!

Well, here we are, the end of November!  The sparkly lights, gingerbread lattes, and classic Hallmark moments are right around the corner, but this season isn’t just about decking the halls; it’s also the season of giving. And hey, while … Read More

“Unwrap the Gift of Tax Savings: Why Q4 is Retirement Boosting Season 🎁”

Ever heard the saying, “Time flies when you’re having fun?”  Well, here we are, cruising into Q4, and if you’re anything like me, you’re probably thinking, “Where did the year go?”  But before you hang it up to coast to … Read More

Inflation Proofing

I took a little heat from my post last week, where I listed some ideas on how taxpayers could use refunds to create new money, and for the couple folks who want to spend their refund?  Great.  I totally understand.  … Read More

Tax Time: Go For The Refund, or No?

Not to be a downer, but if you get a refund come tax time, it means one thing: you had too much money withheld from your paycheck throughout the year and you gave the government an interest-free loan. Not that … Read More

Don’t Take the Early Refund Deal.

I’m sharing this as a sort of public service, because the truth is, I don’t like the whole “early refund” silliness… On the other hand, I cringe a little bit when I hear young people talking about getting their return … Read More