Jun 7, 2023 | Planning, Taxes
Calling All Taxpayers: Plan Now or Pay Later Procrastination is easy, especially when it comes to summertime tax planning. But waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to help jumpstart your...
May 3, 2023 | Finances, Planning
Great Money Habits Developing and maintaining great money habits can help you lay the foundation for achieving your financial goals. Here are some ideas. Establish a budget and review it at regular intervals. Create a workable budget every year then set aside time to...
Apr 12, 2023 | Accounting, Planning, Taxes
Tax Quiz – The Very First Form 1040 While Lincoln introduced the country to income tax to fund the Civil War, the modern 1040 individual income tax form was introduced in 1913. Here’s a short quiz to see how well you know what was included on this very...
Apr 5, 2023 | Finances, Planning
Tips for Working Beyond Retirement Age You may be one of many Americans who plan to work into retirement. Some report they need to work because their savings declined over the past several years, while others say they choose to work because of the greater sense of...
Mar 30, 2023 | Finances, Planning
Getting the Most Out of Homeowners Insurance Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof and too many surprises occur when...
