Make Your Cash Worth More

Banking tips to help you cash in One of the side benefits of inflation is that banks are finally beginning to pay interest on your savings. Here are some ideas to help you make the most of your banked cash: Understand your Read More

The Home Gain Exclusion: Make Sure You Qualify!

The home gain exclusion is one of the most generous tax breaks available to taxpayers, providing the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Here is what you need to know. Read More

Tax Tips for Your Summer Job

Summer brings warm weather, fun outdoor activities, and new opportunities to earn some additional income. Taxes on seasonal income, however, need to be handled with care, whether they’re related to your child’s first job or an extra income opportunity for you. Here Read More

Calling All Taxpayers: Plan Now or Pay Later

Procrastination is easy, especially when it comes to summertime tax planning. But waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to help jumpstart your midyear review: Safeguard your deductions. Ensure you can Read More

Five Small Business Insurance Review Tips

Changes in your business equipment, real estate holdings, the amount of inventory, and the number of employees are all good reasons to review your business’s insurance in addition to your annual review. Here are a few tips to keep in mind: Keep Read More

Everyone Wants a Piece of Your Income

There is an old wisdom: Put a live frog in hot water and he’ll jump out.   Put a live frog in cold water, turn the burner on and you’ll have frog legs for dinner.   This wisdom is not lost on Read More

Great Money Habits

Developing and maintaining great money habits can help you lay the foundation for achieving your financial goals. Here are some ideas. Establish a budget and review it at regular intervals. Create a workable budget every year then set aside time to review Read More

Help Older Adults Stand Up Against Scams

While anyone can become a scam victim, fraudsters usually turn to one demographic above all others: older adults. Here’s a look at some of the more common scams that target older adults, along with some ideas to help stand up against these Read More