Toxic Positivity at Work: Why It’s Harmful and How to Fix It

Tired of hearing “good vibes only” at work? That’s toxic positivity, and it can actually make stress worse and emotions harder to express. In this article, we’ll help you spot the signs, ditch the...

What Makes ETFs Tax-Efficient?

Whether you’re an investment expert or you’re new to the practice of investing, it’s important to consider the tax implications of your investments. ETF tax efficiency can be very high, which makes...

How a 401(k) Plan Can Help You Build Wealth for the Future

The information in this article is up to date for tax year 2026 (returns filed in 2027). When it comes to retirement planning, many people think about it too late, or they don’t know where to start....

Year-End IRA Reminders

The information in this article is up to date for tax year 2025 (returns filed in 2026). As the year comes to a close, it’s the perfect time to review your IRA contributions and retirement savings...

2026 IRA and 401(k) Contribution Limits

The information in this article is up to date for tax year 2026 (returns filed in 2027). Saving for retirement can feel a bit like climbing a mountain. There are lots of paths to take, and the...
Getting Your Finances Back on Track After COVID-19

Getting Your Finances Back on Track After COVID-19

2020 was a rough year financially for many people.  Some lost their jobs, saw their hours cut, or were forced to drop out of the workforce temporarily due to childcare issues.  Now that people are getting vaccinated and businesses are reopening, we’re starting to see the light at...

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IRS Announces Dirty Dozen Tax Scams for 2021

IRS Announces Dirty Dozen Tax Scams for 2021

Americans urged to watch out for tax scams during the pandemic WASHINGTON – The Internal Revenue Service today began its “Dirty Dozen” list for 2021 with a warning for taxpayers, tax professionals and financial institutions to be on the lookout for these 12 nefarious schemes and...

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How the American Rescue Plan Will Affect Your 2021 Taxes

How the American Rescue Plan Will Affect Your 2021 Taxes

The American Rescue Plan was created to provide relief to millions of Americans.  It provided stimulus payments, lower health insurance premiums and several tax law changes which will impact your return when you file next year.  Here are some of the big changes heading...

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6 of the Most In-Demand Jobs Right Now

6 of the Most In-Demand Jobs Right Now

The future is looking bright now that more people are getting vaccinated, and businesses are hiring.  If you’re searching for a new job, LinkedIn recently revealed the most in-demand jobs based on the number of postings on their website.  Here are some positions that made...

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4 Financial Habits Worth Keeping When the Pandemic Ends

4 Financial Habits Worth Keeping When the Pandemic Ends

The pandemic has forced all of us to change our lives in some way, shape or form.  It’s affected the way people shop, travel, entertain themselves and spend their money.  A NerdWallet survey found that 85% of U.S. adults developed new money habits during the pandemic and most plan...

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How to Claim Missing Stimulus Payments on Your 2020 Taxes

How to Claim Missing Stimulus Payments on Your 2020 Taxes

Still missing a stimulus payment?  If so, stop waiting and act now.  You’re going to need to file your 2020 tax return to get the money you’re owed.  The sooner you file, the faster you’ll get paid.  Here’s who qualifies and how to claim the missing funds.   Who was eligible...

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Amend Your Tax Return to Correct a Filing Mistake

Amend Your Tax Return to Correct a Filing Mistake

Nobody likes to make mistakes, especially when it comes to taxes. But accidents happen.  If you didn’t get your return right the first time, you can fix it using Form 1040-x, Amended U.S. Individual Income Tax Return.  You must file an amended return within three years of your...

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Third Stimulus Check: All Your Questions Answered

Third Stimulus Check: All Your Questions Answered

President Biden recently signed a new relief package which includes a third round of stimulus payments.  Eligible Americans will receive the money via direct deposit, check or debit card.  Many people have been wondering, how much it’s worth, do they qualify and when will they get...

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