Solutions to Make Better Decisions with Your Taxes and Money

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.

What It Really Means to Get a Tax Refund

A common nickname for tax season is “refund season.” And that means tax filers like you are barraged with messages about getting your “maximum refund.” Many of those messages come from tax software companies and even tax preparation store fronts. It’s certainly not new – the tax industry has been telling the “maximum refund” story for decades.

4 Reasons You Should Consider an IRA

Contributing to an Individual Retirement Arrangement (IRA) is an excellent way to grow your financial wealth over time. In fact, if you don’t have one, you may be missing out.

6 Ways to Maximize Your 401(k) or IRA Plan Contributions

One of the best money moves you can make this year is maximizing contributions to your deductible or nondeductible retirement plan. Whether you’ve contributed all year or have yet to start, here are a few tips to get the most from tax-advantaged retirement plans.

New loan resource: the CFPB’s “Know Before You Owe” program (part 1)

The term “predatory lender” refers to a loan provider who approves loans for those who aren’t likely to be able to pay them back. The term became popularized during the 2008 financial crisis, when many lenders were found to have approved mortgages with little regard for the borrower’s situation. But, what if the “prey” were given […]

New Affordable Care Act tax scam: what you need to know

Every year scam artists devise new schemes to defraud millions of people.  In recent years, it seems one of the most popular systems to target is the IRS. Unfortunately, fraudsters are at it once again – posing as the IRS in an attempt to steal taxpayers’ hard-earned money. To keep your bank account and private […]

The playbook for fantasy football and your taxes

Week one of the 2016 NFL season officially kicked off this past Sunday, but preparation for game day started quite a while ago. And I’m not just talking about those who strap on a helmet and rush the field each week. I’m talking about the millions of Americans who spent the past month relentlessly mulling […]

Roth vs. Traditional 401(k) – What’s the difference?

When you start working at a new company, you typically have a few money decisions to make during those first days on the job. One of those decisions is often whether you want to sign up for a Roth 401(k) or a traditional 401(k) plan.  While you may understand having a retirement plan is important, how […]

7 Ways Investment Gains and Losses Affect Your Taxes

If you have substantial investment gains or other income this year, make sure you know how they will affect your taxes, and be prepared to deal with them. If you have investment losses, on the other hand, you also need to know how your tax return may be impacted. You may want to change your […]