The Top 5 New Year’s Money Resolutions for 2020

The new year is about to start, and with it comes resolutions of all types. Consider adding these five steps to your financial resolution for 2020: Save More - Try automating your savings so that you don't have to think about it. Pay yourself first, then cover your other bills. Spend Less - Simple. Get a [...]

Warmest Holiday Greetings!

At this special time of year, we wanted to wish each of you the very happiest of holidays! We hope you enjoy memorable times with loved ones as you celebrate what's really important. We thank you for another wonderful year, and look forward to amazing things in 2020.

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 [...]

Two Education Credits Help Taxpayers with College Costs

The following article was published by the IRS. With school in session, parents and students should look into tax credits that can help with the cost of higher education. They do this by reducing the amount of tax someone owes on their tax return. If the credit reduces tax to less than zero, the taxpayer may [...]

Best Gifts For People Who Have Everything

Holiday gift giving can be quite challenging, especially when you are trying to buy for those friends or loved ones who already seem to have everything. But in reality, those who seem to have everything really don't after all. You can never have too much of two things: fun experiences or time. Fun - Consider giving [...]

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