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Category Archives: Blog

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Oct292021

What a Relief! Congress Acts Against Surprise Medical Bills

Blog, Insurance, Personal FinanceBy Editorial TeamOctober 29, 2021

The difference between an out-of-network provider’s normal charges for a service and a lower rate reimbursed by insurance can be significant. Congress is helping in emergency situations.

Oct282021

Should You Speed Up Your Retirement Plans?

Blog, Nearing Retirement, RetirementBy Editorial TeamOctober 28, 2021

How do you know if you can realistically afford to retire early? We look at what you need to consider before you speed up your retirement timeline.

Oct272021

Understanding the Taxation of Cryptocurrency Transactions

Blog, Investment Selection, TaxBy Editorial TeamOctober 27, 2021

If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about.

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.

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