Becoming parents has changed our lives for the better, financially and otherwise. Even though she’s tiny now, we’re imagining how she’ll grow in the years to come. For example, one of the goals we have is to have our little one be financially savvy with her money when it comes time for her to move out of our home. Here are some ways parents have successfully gotten their kids into saving their money.
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With people changing jobs through the years, it can be easy to lose track of your retirement money tucked away at an old job’s 401(k) plan. For those who have some money left in their old employer’s 401(k) program, I want to share tips on deciding where to move their money. Full story
Most of us have heard of financial gurus touting the many benefits of investing in an IRA. Depending on whether one goes with a traditional Individual Retirement Arrangement or Roth, participants can get some tax benefits with their contributions or on their withdrawals. If you’re looking to jump start or increase your retirement contributions, here are some big ways to find money in your budget. Full story
Whew! Your taxes are done and it’s time to put up your feet and finally relax, right? You’re not too far off- the pressure is definitely gone, but before you just sit back until next tax season, there are a few things you can do to help make filing taxes easier next season. With a few adjustments you may be able to keep more money in your pocket and possibly increase your tax refund for next year. Full story
With tax season behind us, I thought it would be nice to step away from the usual tax tip post and share something different. While some taxes can be confusing when figuring out whether or not someone is expected to pay, there are a few special ones on the state and local level that are a bit baffling for some taxpayers (and a bit fun for those who don’t have to pay them). Full story
There are several advantages of going to college. One of the more immediate financial benefits actually involves your taxes. Did you know that there are plenty of tax credits and deductions that can help you lower your taxable income? I want to share some of the biggest ones available right now when you prepare your taxes before the tax deadline. Full story
Doing your taxes may not be the way you want to spend an afternoon. You may think a lot of paperwork is required, but as a new tax filer you probably don’t even have very much paperwork and you could prepare your taxes quickly. For those first time filers, I have four tax tips to put your mind at ease. Full story
March is already here and with about 5 weeks before the April 15th deadline, you may be feeling the pressure. Perhaps you’ve had some big changes in the last year – a marriage, an addition to the family, or a new business – and don’t know how this will affect your taxes. There’s no need to worry. I have a few tips to make this year’s filing easier on you. Full story
If you got married or divorced last year, you may have to complete an extra step before filing your taxes if you changed your name. If not, you may have a hassle when it comes to filing your taxes. I wanted to make things easier for those making the name transition by giving you an overview of the process. Full story
As you prepare to file your taxes, please keep in mind some helpful tax deductions and… Full story
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