10.29.16
man preparing taxes for a fast tax refund

Four Ways to Get a Faster Tax Refund in 2017

When it comes to getting your tax return as quickly as possible, there are two or three key pieces of advice that professionals typically offer

09.19.16
man using laptop - non deductible ira contributions

Do Non-Deductible IRA Contributions Ever Make Sense?

Traditional IRAs and Roth IRAs are fantastic retirement accounts, but not everyone is allowed take advantage of the tax benefits they offer. Roth IRAs are

09.17.16
doing taxes - is life insurance taxable

The Tax Benefits of Life Insurance

In addition to protecting your dependents from financial hardship, life insurance policies are shielded from taxation under most circumstances. A death benefit is considered to

09.02.16
doing taxes form 1040a 1040ez

Which Tax Form Should I Use: 1040EZ, 1040A, or 1040?

“If you can add and subtract, you can file your own taxes.” That’s an adage I’ve heard time and again, and there is some truth

05.27.16
man holding two stacks of money - balance transfer

What Do ‘Pre-Tax’ and ‘Post-Tax’ Mean? And Why Should I Care?

Almost every article you read about retirement savings brings up the terms “pre-tax” and “post-tax” savings, often throwing the ideas out there with no real

03.09.16
IRS building - irs audit risks

Five Ways You’re Asking for an IRS Audit This Tax Season

What’s the scariest phrase in the English language? At this time of year, many would argue it’s “IRS audit.” Before you get too frightened, take heart:

02.29.16

Income Tax Calculator

It’s a common misconception, but not every cent you earn is taxable by the government. No one likes to do their taxes, but think of

uncle sam in a parade

Loan Money to Family? Sure, If It’s Uncle Sam

You’ve gathered all the paperwork, and you’ve gone through all the TurboTax prompts (not to mention three cups of coffee). With one final click, here comes

The 5 Best Free Tax Software for 2016

When looking for free tax software providers, it’s important to know that almost all online companies offer a free version of their software. However, only

TaxAct Review

is one of the most affordable tax software options out there, and if there’s one thing we’re all looking to do around tax season, it’s

01.06.16

H & R Block Review

is undoubtedly one of the most recognizable names in finance, serving millions of customers around the country from any of its 12,000 storefronts. And when

01.06.16

TurboTax Review

If you’re aiming to take matters into your own hands this tax season, chances are you’re familiar with . Intuit’s tax filing software is arguably

Tax button on calculator

TurboTax Discount Code – Free Offer Promotion

Tax preparers usually need a to get a great deal on the software for tax season. However, millions TurboTax users have file their federal tax

forming an llc

What Is a Limited Liability Company, or LLC?

When my husband and I created our first WordPress blog, we did it as a hobby. But once we started earning a real income from

us capitol building with storm clouds overhead

So the U.S. Has a Lot of Debt. What Does That Mean for Me?

If you’ve been watching the national news lately, one of the topics creeping back into the discussion is the federal debt ceiling. Our nation’s debt

09.02.15
alms box at st. peters

A Retirement Tax Trick You May Not Know About

In my recent post I highlighted the looming problem that taxes will create for many investors when they retire due to the bulk of retirement assets

08.19.15
Uncle Sam

Uncle Sam Wants YOU… to Retire?

When I meet with investors, most believe health care will be their single largest expense during retirement. They’re surprised when I tell them if I

pile of receipts

The Receipt Cycle: How to Keep Tabs on Your Spending and Tax Deductions All at Once

Back in March, I sat down to file my family’s income taxes, both federal and state. Part of that process is taking a serious look

Simple Share Buttons
Simple Share Buttons