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...
What to Do if You’re Filing Your Taxes Late

What to Do if You’re Filing Your Taxes Late

The deadline for filing your federal return was April 18th.  You may face penalties and interest if you file late and owe the IRS.  Although falling behind on your taxes can be stressful, it’s not the end of the world.  Here's what to do if you're filing your taxes late. Get...

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Common Bank Fees You Shouldn’t Be Paying

Common Bank Fees You Shouldn’t Be Paying

Paying an occasional overdraft or out-of-network fee may not seem like a big deal, but it can cost you a small fortune over time.  The good news is that with some strategic planning most bank fees can be avoided.  Here are some common bank fees you shouldn’t be paying.  ...

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7 Hidden Costs That Ruin Your Travel Budget

7 Hidden Costs That Ruin Your Travel Budget

After being stuck at home the last couple summers due to the pandemic, many people are excited to finally start traveling again.  If you’re planning a trip in the coming months, you probably know to budget for hotel, airfare, activities, and food; but there are some other expenses...

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Tired of Being Broke?  Here’s How to Break the Cycle

Tired of Being Broke?  Here’s How to Break the Cycle

These days, even people with good jobs are having trouble making ends meet.  According to CNBC, 42% of six figure earners are living paycheck to paycheck.  No matter how much you earn, you’re always going to struggle if your financial habits are the root of the problem.  Right now,...

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5 Habits That Weaken Your Immune System

5 Habits That Weaken Your Immune System

Your daily habits play a huge role in how your immune system functions.  Ideally, you want to incorporate fruits and vegetables into your diet, exercise regularly and minimize stress.  Washing your hands often also helps you stay germ-free.  If you find yourself constantly getting...

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6 Ways to Save Money at the Gas Pump

6 Ways to Save Money at the Gas Pump

Filling your tank has become more expensive over the past year and gas prices are expected to rise.  Right now, the national average price of regular gas is around $3.33 per gallon, which is almost a dollar more than it was a year ago.  Experts predict that we may see prices near...

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