• 15 Financial terms you need to know Financial literacy: “the knowledge and skills that give you the ability to manage your finances, including budgeting and investing” Financial literacy is the key to successful money management and the reduction of financial stress. Yet many people struggle with financial ... Continue Reading
  • 4 Tips to make next year's taxes easier Unless you requested an extension, 2021 tax filing is finally over! Many taxpayers stop thinking about taxes as soon as they file and don’t worry about it again until the next April deadline is approaching. But this can make tax preparation more stressful than it needs to be ... Continue Reading
  • Is a tax refund actually a good thing? The pros and cons Many of us like to get a big tax refund each year when we file our returns. In fact, the IRS reported that as of March 4, the average refund so far in 2022 was $3,401. It can be fun to get a few thousand dollars deposited into your account, but is that large refund actually ... Continue Reading
  • Checklist: What tax documents do I need to keep? With electronic communication taking over, many of us don’t pay much attention to mail anymore. But tax time is coming, so this month, you’re likely to start seeing a lot of documents in the mail from the IRS. Do you know what the documents are and what you’ll need to keep? ... Continue Reading
  • 7 Tax Deductions Every Self-Employed Worker Should Know There are a host of tax deductions available to self-employed individuals that can generate real savings when filing your tax return. As you prepare to file your 2021 taxes, here are a few deductions you should be mindful of: Home office expenses: If you’re using an area of ... Continue Reading
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