tax

How to Use Your Tax Refund to Boost Your Retirement Savings

What could you do with over $3,000 in your pocket? A lot, right? Well, if your tax refund is anything like the average direct deposit tax refund last year, you could be expecting a little over $3,000 for your tax refund. So what should you do with that money when it comes? The smartest thing […]

tax

Self-Employed Tax Tips & Summer Jobs

Ah, summer – the time of year when several young adults become entrepreneurs. Whether it’s a summer job or a part-time gig, by the time high school and college roll around, many young adults can be considered self-employed. If that’s you or someone you know, here are a few tips to help navigate your tax […]

tax

Tax Season Recap and Myth-Busting

For the majority of tax filers, tax season is over. April 15 marked the last day to submit your return – unless you filed an extension. So, how’d the season go? Below is an industry-wide recap plus a little tax filing myth-busting insight. The IRS reported the total number of 2018 returns filed so far […]

tax

What To Do If You Didn’t File On Time

It’s important to stay on top of the tax deadlines to avoid possible penalties and interest charges for late filing and payment of taxes. Getting behind on tax filing obligations can be stressful, too. It’s better to file early or on time, so you can stop worrying about your taxes and move on to other […]

tax

Did Tax Reform Help Me?

If you ask people whether they think the Tax Cuts and Jobs Act of 2017 helped them or cost them more money, you may hear different answers. If they recently filed their taxes, the foremost thing in their minds may be whether they got a tax refund or not and whether that refund is more […]

tax

529 Savings Plans in 2019

It’s never been more important to save for college, as tuition continues to rise – and rise. One way people have saved for their children’s tuition has been through 529 savings plans. If you have a 529 savings plan or have thought about starting one, here’s what you need to know. What is a 529 […]

tax

[INFOGRAPHIC] Form W-4 Guide: How to Change Your Tax Outcome

If you’re traditionally employed, you’re likely familiar with Form W-4. It’s the tax form used to select how much money you want to be withheld from your paychecks to pay your tax liability. If you don’t keep up with your tax payments throughout the year, you’ll not only receive a large tax bill when you […]

tax

Five Tips to Enjoy and Save This Mother’s Day

Did you know that Mother’s Day was first celebrated in 1908? There were always various celebrations of mothers, but the first recognized holiday became official after a three-year campaign by social activist Anna Jarvis. While the spirit of the celebration remains the same, these days it’s easy to overspend, because who doesn’t love and adore […]

tax

How Does Tax Reform Impact My ABLE & 529 Plan Accounts?

If you are disabled, and your disability occurred before you were 26 years old, you may be familiar with ABLE accounts that have been around since 2014. ABLE accounts allow people with disabilities and their families to save up to $15,000 for 2018 to use for disability-related expenses. These type of accounts can be a […]

tax

Happy National Fitness Day: Stay Fit and Save Money with These 5 Tips

I’m so happy the weather has been warming up! After a cold winter and a pretty bad start to spring with high pollen counts, I’ve been indoors more than I’d like to be. Now that the temperatures are consistently pleasant, we’re gearing up for some fun outdoor activities and exercises. How about you? Are you […]