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...
5 Ways to Rebuild Your Credit

5 Ways to Rebuild Your Credit

A recent Marcus by Goldman Sachs survey revealed that 44% of people want to improve their credit in 2022.  Having a higher credit score makes it easier to qualify for credit cards or loans at an affordable interest rate.  If you’ve made financial mistakes in the past and want to...

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Hobbies That Can Earn You Cash on the Side

Hobbies That Can Earn You Cash on the Side

The thing about hobbies is that they are what you do for fun outside of work; you're not usually supposed to earn money from them. But who wouldn't mind extra cash in their pocket? Here is a brief list of hobbies that could be monetized.   Music If you play music of any kind,...

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3 Stimulus Notices You Need to Keep for Your Taxes

3 Stimulus Notices You Need to Keep for Your Taxes

Millions of Americans will soon be receiving notices from the IRS regarding the stimulus payments they received in 2021.  Most people won’t need to contact the IRS or take any further action.  Simply keep the documents with the rest of your tax forms until you’re ready to file…you...

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The Best Ways to Invest in Yourself

The Best Ways to Invest in Yourself

The word “investing” is usually associated with stocks, bonds and real estate.  But there’s another type of investment you need to consider, yourself.  You’re in control of your life, health and happiness.  So, invest in things that will enhance your future wellbeing.   Make...

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Will the Child Tax Credit Payments Affect Your 2022 Taxes?

Will the Child Tax Credit Payments Affect Your 2022 Taxes?

Since July, millions of families have been receiving advance monthly payments of the Child Tax Credit.  The payments are worth up to $300 per child, depending on their age.  Some families have been using the extra cash to help with childcare, buy groceries, pay rent or catch up on...

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8 Financial New Year’s resolutions you can actually stick to

8 Financial New Year’s resolutions you can actually stick to

It’s that time of the year again!  You know, the time of year when you tell yourself how much better the new year will be because you’re going to accomplish all these great things.  Only this time around, you won’t be calling it quits by early February.  Here are some financial New...

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7 Tips to Save Money on Your Holiday Shopping

7 Tips to Save Money on Your Holiday Shopping

Between gifts, decorations and holiday travel, your wallet can take a real beating at the end of the year.  According to the National Retail Federation, consumers plan to spend around $997 this holiday season.  Whether they can actually afford to drop that kind of cash is...

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