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

Five Ways You’re Asking to Get Audited This Tax Season

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

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

networking event

Five Ways to Write Off Your Next Vacation

Planning a vacation and dreading all the costs? While there are many ways to spend less on vacation, there’s another route to try if you want to travel

investing charts

Roth IRA vs 401k? You May Not Have to Choose

One of the most common retirement questions I get asked is: Roth IRA or 401(k)? Although both are good options worth considering, the answer isn’t

couple on the beach

Don’t Waste Your Tax Refund: Four Better Ways to Use It

According to the IRS, the average tax refund so far this year has reached a staggering $3,539. It’s still early, however. And as the tax agency notes,

03.13.15
filing out tax form

Can the Saver’s Credit Save You Money on Your Taxes?

For many people, two of the most frightening words in the English language are death and taxes. Even among those for whom the words are

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