Missing W-2

 The following video was published by the IRS. What if you want to file your tax return but you still don't have your W-2? Employers should send this to you by January 31. Give it a few weeks to arrive in the mail, but if you don't get it by the end of February, the [...]

Key Tax Considerations You Should Be Aware Of

By now, we’re in full swing under new tax laws. The Tax Cuts and Jobs Act (TCJA) was signed into law at the end of 2017, with taxpayers seeing the real effects when they filed their returns in 2019. This legislation has made a profound impact on many taxpayers and has created new planning opportunities. Here [...]

Holiday Online Shopping Tip – Use Safe Methods for Purchases

With holiday shopping season in full swing, make sure that you use safe methods when making purchases online. When going to make a purchase, ask yourself what information you are handing over. Before providing payment and personal information, be sure to check the website's privacy policy so that you understand how your information will be used. [...]

5 Budgeting Tips for Those Who Hate Cutting Back

Making and sticking to a budget shouldn't make you feel trapped. If done properly, it should actually make you feel financially free, since you are in control of your money as opposed to your money controlling you. But even so, many people despise the idea of budgeting. Here are five ideas that may help you budget, [...]

Avoid Phishing Emails

 This video was published by the IRS. More than 90% of identity thefts and data breaches start with a phishing email. Phishing scams pose as a trusted company, maybe your bank, a favorite retailer, your tax software provider, or your state tax agency...even the IRS. Here's one way to recognize a scam. The phishing email [...]

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