Having a New Baby? These Tax Tips are Essential

There are big moments in everyone’s life. A new birth is one of them. The irony is that most life events also have tax consequences attached to them.
The Lost Art of Tracking Home Improvements

Tracking Home Improvements – Your best defense to a potentially expensive tax surprise in your future is proper record retention.
Who Needs a Business Valuation?

Do you know what your business is worth? If you’re like many business owners, the answer to this question is probably “no.”
Five Great Banking Tips

There are aggravating practices at many banks that drive us crazy or cost us money. Here are five tips to get more out of your bank and pay less.
The Nine Basic Rules of Investing

In deciding what investments are suitable for you, you must first understand the nine basic rules of investing.
Look Beyond the Interest Rate Before You Refinance

When you’re thinking of refinancing your home mortgage, simply comparing interest rates is not enough. Here are some other factors to consider
Documents Needed for Estate Planning

Estate Planning: Here’s a shortlist of some of the basic documents you should consider including in your estate plan.
2022 Social Security Update

The Social Security Administration announced a 5.9 percent boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2022. The increase is based on the rise in the Consumer Price Index over the past 12 months ending in September 2021.
How to Have a Comfortable Retirement

If you’re age 35 or more and haven’t made a serious effort to plan for retirement, you need to start planning now for a comfortable retirement
Most Common Areas for Tax Breaks

Tax Breaks – Realize that in tax planning, the earlier you start, the more effective your tax-cutting efforts will be.