Is It Safe?
So, how does one determine if a link or file is safe? You can ask yourself if you know who sent it to you and if you were expecting it. Or you can take the time to use some online tools to scan the link or file.
Top-Hat Plans (Including SERPs)
A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.
Is It Time to Declare Your Financial Independence?
Want to get out of credit card debt? Stand on your own financially? Retire early? We outline steps to declare your financial independence in this Question of the Week.
Advantages and Disadvantages of Tax-Deferred Fixed Annuities
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
A Retirement Income Roadmap for Women
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
How QuickBooks Protects Your Data, and How You Can Help
The data in your QuickBooks company file contains some of the most sensitive information on your computer. Learn what you need to do to make sure it’s secure in this Quickbooks Tip.
New IRS Guidance on State and Local Tax Refunds
If you received a federal tax benefit from deducting state and local taxes as an itemized deduction in a prior taxable year and you recover all or a portion of those taxes in the current taxable year, you may need to include a portion of the recovery in gross income. We explain in this week’s Tax Tip.
Federal Student Loan Interest Rates Decrease for 2019-2020
For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. What are the new rates? Find out in this week’s Financial Tip.
“Boot” and Relief of Owner’s Liabilities
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
How do I replace my Social Security card?
Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.