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Information that keeps you "in the know" with the intent of improving your financial well being.
Tax

It's Your (and the IRS's) Lucky Day!- You won a prize. Now what?

Prizes received are to be recorded on your tax return as income. Unfortunately, there are many pitfalls. Here are some tips. Source: Weekly Tax Tips Prizes received are to be recorded on your tax return as income. Unfortunately, there are many pitfalls. Here are some tips. ...

Tax

Make Your Child a Tax-Free Millionaire!

Want to give your child or grandchild a jumpstart on their retirement? Here is a tip that will help them learn the value of investing and maximize the tax benefits. Source: Weekly Tax Tips Want to give your child or grandchild a jumpstart on their retirement? Here...

Tax

Rent Your Property Tax-Free

Did you know you can rent out your home or vacation property for up to 14 days and not need to claim the income? Here are some tips to take advantage of this opportunity. Source: Weekly Tax Tips Did you know you can rent out your home...

Tax

What Does the IRS Have on You?- Here is how you can find out…

Circumstances arise when you need to know some information about yourself from the IRS. Educate yourself on your options now to avoid some extra stress when that time comes. Source: Weekly Tax Tips Circumstances arise when you need to know some information about yourself from the IRS....

Tax

Now is a Great Time to Organize Your Tax Records

If your tax records are a bit of a mess, here are some ideas to help to get better organized. Source: Weekly Tax Tips If your tax records are a bit of a mess, here are some ideas to help to get better organized. ...

Tax

Reduce Your Medical Expenses- Tax smarts that make a difference

Medical expenses are on the rise. If you know your options and plan accordingly, there are ways to save tax dollars on those medical bills. Source: Weekly Tax Tips Medical expenses are on the rise. If you know your options and plan accordingly, there are ways to...

Tax

Hidden Back to School Tax Deductions

Summer is coming to a close and the back-to-school advertising blitz is underway. Hidden in some of those school expenses are tax deductions you can take advantage of. Here are some ways you can save:   Watch for tax deductions on the supply list. Often...

Tax

Fund Your Retirement or Your Child’s College?

As our students prepare to head back to school, many families face the difficult decision to save for retirement or use those funds to pay for their children’s college education. If you are facing that dilemma, here are some thoughts:   Prioritize retirement over education   In...