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 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
Fraud and embezzlement don’t just happen at large companies. In fact, theft may be more common in small businesses because many lack internal controls that are typically in place at larger organizations. But the good news is that effective internal controls don’t Read More
With graduation season just around the corner, now it a great time to review five key money basics for both students and the entire family. Understand your net worth. Get used to making this calculation at least once per year. It equals Read More
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
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
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
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
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
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
