Maximize Your Refund with Last Minute Tax Moves With the electronic filing opening being pushed to February 12th (usually mid-late January) this year, let’s look at some last-minute tax saving strategies before you file. Keep in mind that tax avoidance is about...
Strategies for Retirement Savings Without a Roth IRA So, you are interested in saving for your retirement, but you make too much to contribute to a Roth IRA. There are many rules surrounding this type of retirement account that limit who can use the account and how...
Save vs. Invest: Making the Right Financial Choice One of the hardest questions we ask ourselves is whether we should save our money or invest it. Keeping our money in our account for emergencies can help us feel safe in knowing it’s available when we need it....
Mastering Your Tax Preparation Process It is that time of year when we begin preparing for our taxes. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you prepare during the...
New Stimulus Relief: Your Comprehensive Resource Guide Last night, President Trump signed a bipartisan omnibus spending bill that included $1.4 trillion to fund the federal government and $900 billion in additional COVID relief. Among the following COVID relief...
5 New Year’s Resolutions Every Business Should Make 2020 has created unique challenges for small businesses across the country. Many are still struggling through this complex situation as we begin the New Year. New Year’s resolutions are important now more than ever...
