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In the meantime, feel free to check out some of our most recent blog entries:

No Taxation Without Representation!

No Taxation Without Representation!

The Impact of No Taxation Without Representation Today Early American colonists adopted what is commonly considered their first slogan of “No taxation without representation”.  While this slogan specifically regarded their requirement to pay taxes to Britain without...

Outsourced Bookkeeping Services: Long-Term Solution

Outsourced Bookkeeping Services: Long-Term Solution

The Future of Finance: Embracing Outsourced Bookkeeping Outsourced bookkeeping is a service which provides a well-managed full bookkeeping department experience for small businesses. It is the business practice of hiring a firm outside a company to perform services...

Required Minimum Distribution (RMD) Update for 2022

Don't Forget to Take Your RMDsHey folks, Kevin Molen with Molen & Associates here. I want to give you a quick update regarding a specific topic that some people are asking questions about, that really should be clear-cut. So, let's set the record straight - the...

How is my Bonus Taxed?

How is my Bonus Taxed?

The Impact of Bonus Taxes on Your Financial Planning Are you bringing in a bonus this year? Fantastic! You should be proud of your hard work. I teach my three kids the same fundamental principle every week. Hard work pays off. It’s completely ingrained in them now....

How to Avoid Tax Scams

How to Avoid Tax Scams

Stay Safe: Your Guide to Evading Tax Scams It can be scary to find out you've been the victim of any kind of scam. The world is abounding with scams from all walks of life and some of the scariest are the scams pretending to be the IRS. How on earth do you know if...

Student Loan Forgiveness Updates & Taxes

Student Loan Forgiveness Updates & Taxes

Manage Taxes on Student Loan Forgiveness Benefits Recently, you may have heard about student loan forgiveness on the news or read about changes online. President Joe Biden has canceled $11.5 billion of student loans since coming into office. The American Rescue Plan...

Where’s My Tax Refund?

Where’s My Tax Refund?

A Step-by-Step Guide to Finding Your Tax Refund We're in the last quarter of 2021 and the IRS is struggling with a huge stockpile of tax returns and refunds waiting to be processed which creates stress for filers. Although the IRS guaranteed taxpayers at the start of...

Major Changes to Form 1099-K for Contractors

Major Changes to Form 1099-K for Contractors

Important Facts About the New Form 1099-K for Contractors If you received more than $600 in payments through Paypal, Venmo, Zelle or other online payment platforms, then you need to read about the major changes coming to form 1099-K that could impact your tax...

Ways to Save at the Grocery Store

Ways to Save at the Grocery Store

How Do I Create a Budget for Grocery Shopping? We have all heard little tips on how to save when grocery shopping – ‘don’t buy that, it will go on sale soon’ or ‘don’t ever go shopping when you’re hungry, you’ll buy things you don’t need’. These tips are great for...

COVID EIDL Program Updates Effective September 8, 2021

COVID EIDL Program Updates Effective September 8, 2021

An Overview of COVID EIDL Program Changes This September President Biden announced an expansion of the COVID-19 EIDL program, making a number of changes so that it is more accessible to small business owners. You can read a full breakdown by reading the fact sheet...

Plug Your Spending Leaks

Plug Your Spending Leaks

Strategies to Stop Spending Leaks in Their Tracks Do you have spending leaks in your budget that make it seem like your paycheck disappears as soon as it is deposited? Those spending leaks can disrupt your budget since you may not be aware that they exist. It's...

Home Buying Do’s and Don’ts

Home Buying Do’s and Don’ts

Avoid Mistakes: Home Buying Do's and Don'ts Are you in the market for buying a home? Recently, my husband and I decided to start looking for our first home. Of course, we initially thought about the fun things we want to do with our new home, such as decorating and...

How to Travel Smarter

How to Travel Smarter

Getting ready for the Family Trip It is that time of year when school is out and families pack up and start taking adventures. Before you take on the open road ask yourself, 'Is there a way that I can travel smarter?'  When I was a kid, my parents would tell us to get...