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How to Retire on $500,000

If you ask most financial advisers how to retire on a half-million dollars, they’ll likely say it can’t be done. Many financial advisers...

10 Easy End of Year Tax Tips to Increase Your Tax Refund

It’s hard to believe that we are in the last quarter of the year! With 2019 coming to an end, now is a great time to make some easy and...

10 Smart Ways to Spend Your Tax Refund Money Wisely

Start or Increase Your Emergency Fund Pay Off High-Interest Debt Spend It On Something You Need Start Itemized Savings Accounts Refinance...

2017 Tax Due Dates

March 1 - Farmers and Fishermen - File your 2016 income tax return (Form 1040) and pay any tax due. However, you have until April 18 to...

How to Get a Jump-Start on Your 2016 Taxes

You might have a strong desire to push the e-file button and forget your income taxes until next year. But that could be a big mistake,...

5 Smart Ways To Use Your Tax Return

1. Pay Down Debt 2. Fund Your Emergency Savings 3. Save for Retirement 4. Invest in Real Estate 5. Start a College Savings Fund Learn...

Understanding Your Tax Forms 2016

Tax season is officially in full swing. The Internal Revenue Service (IRS) began accepting paper and electronically filed returns on...

6 Slimiest Tax Scams to Avoid

Tax scams are on the rise, and your clients could be at risk as the tax deadline approaches and con artists smell blood in the water. ...

6 Steps to Minimizing Taxes on Retirement Income

If you’re planning to retire in the near future, or if you already have, you know that minimizing taxes is an important part of creating...

Top 8 Year-End Tax Tips

1. Defer your income 2. Take some last-minute tax deductions 3. Beware of the Alternative Minimum Tax 4. Sell loser investments to 5....