Most recent by Jim Wang

4 Tax Tips for New Filers

4 Tax Tips for New Filers

It’s almost like a rite of passage – preparing your own taxes. You may have filed your taxes for a summer job as a teenager, but your parents probably helped (if they were nice). Now that you’re all grown up, here are four tips that can help you as you start out as a new tax filer. Full story

New Year’s Resolutions and Your Finances

New Year’s Resolutions and Your Finances

New Year’s resolutions are a time-honored tradition, and financial resolutions are among the most popular goals to set. Unfortunately, it’s all too easy to let these resolutions fade as the year progresses. Here are a couple of strategies that can help you make New Year’s resolutions that you are more likely to keep.

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4 Smart EOY Moves to Make Before the New Year

4 Smart EOY Moves to Make Before the New Year

It seems like the end of the year always sneaks up on us and while I have your attention, I think there are a few smart moves you can make near the end of the year to set yourself up for a fantastic new year. Even though you will be preparing your taxes in 2014, these are moves you need to do today, while the date on the calendar still says 2013. Full story