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In the meantime, feel free to check out some of our most recent blog entries:
Texas Declared Federal Disaster – What Does This Mean For My Taxes?
The Road to Recovery: Texas Federal Disaster Insights After suffering through a week of freezing temperatures, broken pipes and power outages, the White House issued a Federal Emergency Declaration for Texas. But what exactly does this mean? We are going to try to...
Insurance: The Who, What and Why
Understand Your Insurance Policy Effectively As a product, insurance has evolved dramatically over the past 50 years. There are so many different types that it can be difficult to know where you’re getting a great deal and when you’re being sold on something you don’t...
Tax Season Update
Tax Season Update: Your Guide to Recent Changes We all know that this year started out as anything but normal and now with the recent freezing temperatures, power and water outages, the trend continues. Tax Season Extended for Texas – June 15, 2021 Due to this winter...
How Investment Properties Are Taxed
How to Prepare for Taxes on Your Investment Properties Curious about investment properties and how that income can be taxed? Let me begin by telling you a little story that happened not too long ago in a city not too far away. Once upon a time, there was a tax advisor...
Tax Tips For Self-Employed Photographers
Tax Planning Tips for the Self-Employed Photographer While there are many perks to being your own boss, being self-employed creates additional responsibility. Most people who are employed can simply plan to make sure they have enough income tax withholding from their...
Frequently Asked 2021 Tax Questions
Understanding 2021 Tax Questions: Expert Insights With a new year brings new tax questions. Let’s dive into the most common tax questions I’ve heard in the month of January. Is my stimulus payment taxable? No, absolutely and unequivocally no. The stimulus money isn’t...
Last Minute Tax Moves Before You File
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...
I No Longer Qualify for a Roth IRA, Now What?
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...
Should You Save or Invest?
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. On the...
5 Tips for Preparing for Your Taxes
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
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 Business Goals & Resolutions
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...
How much should I contribute to retirement?
Essential Tips for Retirement Contributions When it comes to retiring many people have the same question. How much should I be setting aside for retirement? This is a complicated question because there is not an answer that fits everyone’s situation. In addition,...
Get Out of Debt
Having debt seems like a way of life these days. Some things seem unavoidable, house or car.. but sometimes its all little things that have piled up. It has become the adult version of the monster under the bed. There will be a point that you decide it is time to...
Casual Conversations with Molen & Associates
The Art of Casual Dialogue with Molen & Associates Join us as we sit down and answer some common tax questions in our first episode of Casual Conversation with Molen & Associates. We will get answers to some frequently asked questions like - What kind...