Tax Manager Dan DiLuzio, C.P.A., leads the show’s case study conversation on what files individuals need to keep when it comes to financial receipts and statements. He also discusses how to dispose of files and offers tips on the best way to store important documents.
For most of last week, the market was fairly lackluster. While the U.S. markets were closed Monday in honor of Martin Luther King Jr., the British pound dropped to a three-month low, which led to a decline in the FTSE 100 and Stoxx 600 in Europe.
To combat tax filing fraud, the IRS will delay refunds that claim certain tax credits. Read all about it in this week’s Business Tip.
Small businesses who don’t comply with the Affordable Care Act may be able to avoid penalties with HRAs. We explain in this week’s Insurance Tip.
Social Security (SS) benefits will receive a COLA increase of 0.3% in 2017—about $4 per recipient. Learn what this means in this week’s Tax Tip.
If you don’t have the money to send our child to college, it’s time to learn about financial aid. We explain the basics in this week’s Financial Tip.
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Opening the week, declines in Energy sector shares weighed heavily on the S&P 500 index and the Dow Jones Industrial Average as oil prices experienced their biggest daily drop since November.
Thinking of starting a business? Assemble your financial team and answer these tough questions first. Read all about it in this week’s Business Tip.
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.