What You Need to Know for the 2024 Tax Season

Curious about the latest tax changes?  Don’t worry, we’ve got you covered.  We’ll highlight any tax law changes or adjustments that may affect your return, so you can continue to file...

4 Tax-Free Investments to Reduce Your Tax Burden

The information in this article is up to date for tax year 2024 (returns filed in 2025). Investing is a great way to build wealth and prepare for retirement. But investing can also help you reduce...

What Is an ITIN? A Guide to Who Gets One & Why

The information in this article is up to date for tax year 2024 (returns filed in 2025). What Is an ITIN? An Individual Taxpayer Identification Number (ITIN) is issued by the IRS for individuals who...

How to Fill Out Your W-4

The information in this article is up to date for tax year 2024 (returns filed in 2025). The W-4 form is one of those things you probably don’t think about much—until it’s time to fill it out. It...

Understanding FICA Taxes

The information in this article is up to date for tax year 2024 (returns filed in 2025). Your tax liability is largely determined by your tax withholdings throughout the year and the tax credits and...

5 Easy Hacks to Boost Your Tax Refund and Fill Your Wallet!

The information in this article is up to date for tax year 2024 (returns filed in 2025). Who doesn’t love that tax time payday? The larger your tax refund, the bigger the celebration! While the...
How to cope with the rising cost of living

How to cope with the rising cost of living

Everything seems to be so much more expensive now.  Housing, food, car and gas prices are rising; and people are struggling to keep up.  While you can’t control the increase in prices, there are things you can do to ease the burden. Review your budget It’s one thing to have a hunch...

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5 Ways You’re Wasting Money and How to Stop

5 Ways You’re Wasting Money and How to Stop

No one has flawless spending habits.  As much as we’d like to think we have our finances under control, even the most budget-conscious person overspends sometimes. Here are some ways you may be wasting money and how to stop. Forgetting to cancel a free trial Free trials are a...

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5 Easy Ways Your Family Can Save on Summer Entertaining

5 Easy Ways Your Family Can Save on Summer Entertaining

Do you look forward to summer each year, but feel anxious about increased expenses while the kids are out of school. Do you want your family to have a memorable summer, but don't want to empty your bank account in the process? There are easy ways to reduce your spending and yet...

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9 Tips for Throwing a Great Summer BBQ

9 Tips for Throwing a Great Summer BBQ

Now that the warm weather has finally arrived, it’s time to fire up the grill and get the gang together.  Whether you're entertaining 10 guests or 20, you want to make sure everyone has a great time.  Here are our tips for giving your guests an unforgettable experience at your next...

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Tax Tips for Students With a Summer Job

Tax Tips for Students With a Summer Job

Getting your first summer job is a rite of passage for many teenagers.  It’s your chance to build your resume, get a taste of independence and most importantly, make your own money.  But don’t be surprised if your hourly wage doesn’t match your take home pay.  Most employers deduct...

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8 Ways to Save on Summer Travel

8 Ways to Save on Summer Travel

Summer is the perfect time to take a fun-filled vacation but traveling during the peak season won’t come cheap.  According to CheapAir.com, July is the most expensive month to travel this summer.  Whether you’re planning an island getaway or a big city adventure, there are ways to...

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How to Keep the Bugs Away All Summer Long

How to Keep the Bugs Away All Summer Long

As much as we love the warm weather that summer brings, we can do without the pesky bugs.  They land on your food while you’re trying to eat, bite you when you’re not paying attention and buzz around your room when you’re trying to sleep.  Although bugs help the environment...

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9 Rules for Kick-Starting Your Financial Life

9 Rules for Kick-Starting Your Financial Life

Nobody is perfect.  Sometimes we drop the ball when it comes to our finances.  Maybe you haven’t checked your credit score in years or occasionally pay bills late.  We’re not saying that either one is acceptable, but it happens.  What’s more important is that you don’t make the same...

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