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Category Archives: Blog

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Jan62020

Hindsight Is 2020: What Will You Do Differently This Year?

Blog, New Year/End of YearBy Editorial TeamJanuary 6, 2020

People make financial decisions all the time, and sometimes these decisions don’t pan out as intended. Hindsight is 20/20, of course. Looking back, would you change anything?

Jan32020

Properly Insuring Your Business

Blog, Business Owner/Self Employed, InsuranceBy Editorial TeamJanuary 3, 2020

No matter how big or small your business, you must plan for accidents and other risks if you want your business to thrive. We explain how insurance can help.

Jan22020

Could you survive a no-spend month?

Blog, Family Finances, Personal FinanceBy Editorial TeamJanuary 2, 2020

Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities—including dining out, buying movie or concert tickets, and shopping for clothes—are avoided at all costs.

Dec302019

FIRE: Four Things You Need to Know About This Hot Retirement Movement

Blog, Retirement, TaxBy Editorial TeamDecember 30, 2019

Curious about this hot retirement trend? While it can lead to an early retirement, it does require careful planning, savvy saving and investing habits, and potentially big sacrifices.

Dec272019

For College Savings, 529 Plans Are Hard to Beat

Blog, Education Planning, TaxBy Editorial TeamDecember 27, 2019

Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?

Dec232019

Year-End Tips for Charitable Contributions

Blog, Charitable Giving, TaxBy Editorial TeamDecember 23, 2019

You need to be careful, as scammers out there are pretending to be legitimate charities looking to take advantage of your generosity for their gain.

Dec202019

What are the new HRA options that will be available to employers in 2020?

Blog, Business Owner/Self Employed, InsuranceBy Editorial TeamDecember 20, 2019

Beginning in January 2020, employers can offer two new types of HRAs — an Individual Coverage HRA and an Excepted Benefit HRA.

Dec192019

What Is an IRS Notice of Deficiency?

Blog, TaxBy Editorial TeamDecember 19, 2019

One minute, you’re minding your own business and aren’t even thinking about that return you filed months ago. The next minute you open your mailbox and see something called a “Notice of Deficiency”—and your anxiety immediately goes through the roof.

Dec182019

The IRS Is Hot on the Trail of Unreported Virtual Currency Transactions

Blog, TaxBy Editorial TeamDecember 18, 2019

The IRS recently issued letters to more than 10,000 taxpayers whom they suspect have not been properly reporting their virtual currency transactions.

Dec162019

What to Do After the Death of a Loved One

Blog, Estate, TaxBy Editorial TeamDecember 16, 2019

Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.

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