Easy-to-Miss Income Sources That Can Cause Tax Headaches Later
Easy-to-Miss Income Sources That Can Cause Tax Headaches Later The IRS is getting pretty good at comparing your income reports against what you claim on your tax return. The result is a notice in the mail called a correspondence audit. If you get one, it unfortunately...
Your Ultimate Tax Filing Checklist
Your Ultimate Tax Filing Checklist A smooth tax filing experience starts before your return is prepared. When your information is organized and easy to follow, everything moves faster and feels far less stressful. This checklist gives you a simple, practical way to...
Ingredients of a Successful Business Partnership
Ingredients of a Successful Business Partnership Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their...
Prep Now, Stress Less Later: Everyday Readiness for Any Storm
Prep Now, Stress Less Later: Everyday Readiness for Any Storm Blizzards aren't the only storms on the menu as we head into the winter season. Storms of all types often slip in small surprises, such as cancelled plans, brief power losses, or water issues that disrupt...
Spend Less with These 5 Money Tips
Spend Less with These 5 Money Tips Rising costs across nearly every kind of product and service have stretched everyone’s budgets, making each dollar feel a little tighter. Here are some tips to spend less to help offset the effect from these higher prices. Pay down...
Your Year-End Tax & Financial Checklist
Your Year-End Tax & Financial Checklist Year-end is more than just wrapping gifts and planning celebrations – it’s the last chance to make smart money moves that can reduce taxes and set the stage for a confident start to the new year. Use this checklist to help...
Annual Holiday Quiz: Hidden Stories Behind Holiday Giving
Annual Holiday Quiz: Hidden Stories Behind Holiday Giving As you ring in the holiday season, why not have some fun? Test your knowledge of the hidden stories behind holiday giving with our annual holiday quiz. Enjoy! Question 1: While wrapping gifts finds its origins...
Year-End Tax Planning Tips for Your Business
Year-End Tax Planning Tips for Your Business As 2025 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs)...
Getting Ready For Taxes
Getting Ready For Taxes This year AND next! Plenty of tax changes are lining up as the calendar turns toward 2026, and knowing what’s coming can help you stay a step ahead. Before then, there’s also several moves to make filing your 2025 tax return as easy as...
Frugality vs. Free-Spending: Finding Your Financial Sweet Spot
Frugality vs. Free-Spending: Finding Your Financial Sweet Spot Money has a way of testing balance. Lean too far toward penny-pinching and life feels tight and restricted. Tip the other way into carefree spending and it's easy to lose financial footing. Here are some...