Refund: Claim It or Lose It

 This video was published by the IRS. Each year millions of taxpayers miss out on getting money. In many cases it's several hundred dollars. Why? Because they were due a refund and they didn't file a tax return. The time to claim the refund ran out. If you don't file a return claiming a refund [...]

How to keep ahead of inflation

Inflation has only been averaging about 2% the past few years, but it's important to not let that number deceive you. Prices on some items are rising well faster than the inflation rate. It's important to make sure we do our best to keep ahead of inflation. However, we oftentimes think that doing so is best [...]

Tax Exempt Organization Search (TEOS)

 The following video was published by the IRS. The Tax Exempt Organization Search (or TEOS) provides you with faster, easier access to tax exempt organizations. TEOS includes images of newly filed 990 forms, the paperwork charitable groups send to the IRS. And it's mobile friendly so you can access it anywhere using a smartphone. TEOS [...]

Missing W-2

 This 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 first [...]

Mid-Year Money Checkup

It's well past the middle of 2019, so giving yourself a mid-year financial checkup is well overdue. It doesn't require a lot of time, maybe 30-60 minutes, but it is well-worth your time. Here are the steps you should take: Review Your Goals - Whether it's beefing up your savings, paying off some debt, or saving [...]