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...
Mar 24, 2023 | Finances, Planning
New Tax Rules Mean Changes for Retirement Accounts The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you....
Mar 10, 2023 | Finances, Planning
Creating Financial Goals as a Couple Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances...
