[youtube https://www.youtube.com/watch?v=HCz_0d8lt_o] The end of the year is often a time of reflection. It's also a time for looking to the future and planning one's course over the next year. One of the crucial areas to address during this time is the area of personal finance. Here are some money moves to consider and make before [...]
[youtube https://www.youtube.com/watch?v=x7jK9nq1CcQ] Own a small business? Trying to brainstorm to make sure you remember all the details you need to pull together at year end for tax season? Here are a handful of useful tips to keep in mind over the next few weeks and months. Document Donations - Make sure you keep a record of [...]
This is the first tip in a two-part summary of the rights granted to all taxpayers. Every taxpayer has rights. The Taxpayer Bill of Rights takes these rights from the tax code and groups them into 10 categories. Taxpayers interacting with the IRS should know their rights, which are highlighted in Publication 1, Your Rights as [...]
[youtube https://www.youtube.com/watch?v=SwTZDCXErUg]Black Friday is behind us and we are now faced with the deals and bargains of Cyber Monday. Similar to Black Friday in many ways, Cyber Monday is a chance to knock out some, if not all, of your holiday shopping list at a fraction of the cost. But there are some basic principles of [...]
[youtube https://www.youtube.com/watch?v=L90ywD3vc1s] By now most people have at least heard of the term “Robo Advisors”. They’re not really robots, but are in fact software programs, designed by humans, that use highly effective algorithms to manage investors’ portfolios. These automated investment services offer a lower initial investment and are significantly cheaper in terms of management costs. Your [...]