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Category Archives: Blog

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Oct222021

The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome from Your Organization

Blog, Business Owner/Self Employed, TaxBy Editorial TeamOctober 22, 2021

On the surface, bookkeeping is the process of keeping accurate, thorough records of your business financials. But once you begin to dive deeper, you see that it’s about so much more than that.

Oct212021

Repaying Your Student Loans

Blog, Education Planning, Personal Finance, Starting OutBy Editorial TeamOctober 21, 2021

Because of the growing number of students who require student loans to finance their education, the federal government offers several flexible repayment plans. We cover these and more in our student loan basics.

Oct202021

Year-End 2021 Tax Tips

Blog, New Year/End of Year, TaxBy Editorial TeamOctober 20, 2021

With 2022 fast approaching, we have seven tax tips for you as you weigh potential tax moves before the end of the year.

Oct152021

Usage-Based Auto Insurance Might Provide Savings

Blog, InsuranceBy Editorial TeamOctober 15, 2021

Like everything else, the pandemic greatly impacted driving habits. In fact, there was a 55% decrease in the average number of miles driven in 2020. We look closer at usage-based auto insurance policies.

Oct142021

The IRS Backlog Is Causing Taxpayer Heartburn

Blog, TaxBy Editorial TeamOctober 14, 2021

COVID-19 brought about a perfect storm of delays for the IRS. If you are caught up in the gridlock, not much can be done except to be patient.

Oct142021

The Importance of a Well-Oiled Accounting Function

Blog, Business Owner/Self EmployedBy Editorial TeamOctober 14, 2021

Experts are clear and unified on the importance of getting accounting basics straight before worrying about the other details, even if those details cost money in terms of penalties.

Oct142021

Medicare Open Enrollment for 2022 Begins October 15

Aging/Caring for Aging Parents, Blog, Insurance, Personal FinanceBy Editorial TeamOctober 14, 2021

Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.

Oct132021

Education Credits are for Children? Think Again!

Blog, Education Planning, Personal Finance, TaxBy Editorial TeamOctober 13, 2021

If you think that education credits are just for sending your children to college, think again—the credits are available to you, your spouse, and your dependents.

Oct82021

Is a High-Deductible Health Plan Right for You?

Blog, Insurance, Personal FinanceBy Editorial TeamOctober 8, 2021

While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.

Oct72021

Net Price Calculators Help Gauge College Affordability

Blog, Education Planning, Family FinancesBy Editorial TeamOctober 7, 2021

Fall is the time when many high school seniors narrow their college lists and start applying to colleges. To help answer “how much does college cost?” you can use a net price calculator, which is available on every college website.

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