Steps to Take When You Receive a Windfall of Cash

If you are one of those who are fortunate enough to receive a cash windfall in your lifetime, here are four key steps to help you be responsible with your money: Patience is key. There is no need to rush; nothing has to be done right away. Make sure you take your time [...]

Dumb Mortgage Moves

While mortgage rates have risen slightly from their recent historic lows, they are still cheap. This may be a great time for you to take out a mortgage, whether it be for a new house or simply to refinance. Regardless of your knowledge and history with mortgages, it is easy to make mistakes. [...]

Filing Status

This video was published by the IRS. One of the first things to figure out with your taxes is what filing status to use. What counts is your status as of December 31, not any other time of the year. There are five filing statuses. Which one is yours? Single? That's easy. If [...]

IRS Dispels Five Myths about Tax Refunds

The following article was published by the IRS. The Internal Revenue Service understands that taxpayers are anxious to get details about their tax refunds. This has led to a number of common myths about refunds that often circulate on social media. While there’s no secret way for taxpayers to find out when their refund will be [...]

How to Max Your Social Security

If you are looking to maximize your Social Security, the best time to start looking at it isn't once you've retired - it's right now. Here are a few steps: Understand how Social Security works. Your Social Security payout is figured by averaging your highest 35 years of work. If you work less [...]

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