Solutions to Make Better Decisions with Your Taxes and Money

12 Tax Tips for When You Sell Your Home

As a homeowner, it’s important to understand how your taxes are impacted if you sell your home. Before you pack up and move, here’s how putting your house on the market makes a difference on your tax return.

8 Different Ways to Afford the Holidays

The holidays are a magical time. Between the twinkling lights and the ever-familiar holiday tunes, the magic in the air is real. In fact, many people are willing to go to great lengths to make it as magical as possible. That includes spending a large chunk of their money on all sorts of holiday hoopla.

Late to the tax party? Here’s 5 Tips for Tax Extension Filers.

It’s October, and that means if you filed an extension on your tax return last April, your 6-month grace period is up. If you haven’t already filed, here are a few tips to keep in mind as you race to beat the Oct. 16* deadline.

The Beginner’s Guide to Filling Out Form W-4

When you start a new job as an employee, your new employer typically asks you to complete Form W-4, Employee Withholding Allowance Certificate. This document is a two-page form from the Internal Revenue Service (IRS). It tells your employer how much money to take out of your paycheck to cover federal and state income taxes.  

What to Expect When You Meet with a Financial Advisor

Whether you’re struggling to reach your financial goals or have a good start toward wealth prosperity, meeting with a financial advisor is a great way to determine a long term money strategy for you.

4 Ways to Manage Old Employer-Sponsored Retirement Plans

If you’re like most Americans, you’ve changed employers a few times throughout your working career. In fact, the average person switches jobs 12 times during his or her lifetime! While job hopping can get you a variety of experience, it can also create some complexity managing your finances – specifically when it comes to the […]

Keep More of Your Money: Adjust Your Tax Withholdings

Every year millions of Americans jump for joy when they receive their tax refund from Uncle Sam. And, rightfully so. There’s nothing better than feeling a bit more financially secure when you see that “extra” cash hit your bank account. But, what you may not realize is that “extra” money was already yours to begin […]

The IRS Wants to Know About All March Bracket Winnings

The break room at work is abuzz with talk about basketball tournaments, teams and players. It seems everyone is anxiously awaiting the chance to be crowned tournament bracket champion. But, while you’re busy streaming the games and focused on which team is advancing, remember someone else wants to share in your earnings should you win […]