Finance and Money

5 Steps to Retirement

February 1, 2019

A recent study finds that 52 percent of American households are at risk of not...

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Why You Should Have an Online Social Security...

December 30, 2018

In monitoring your Social Security profile, you may help to thwart fraud. Could...

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Catching Up on Retirement Saving

December 2, 2018

If you are starting at or near 50, consider these ideas: Do you fear you are...

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The Pros & Cons of Roth IRA Conversions

October 31, 2018

If you own a traditional IRA, perhaps you have thought about converting it to a...

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Why Life Insurance Matters for New Homeowners

September 30, 2018

It addresses a significant financial risk. If you buy a home and you have no...

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Smart Financial Steps After College: A to-do list...

August 31, 2018

!! Share with your kids and grandkids !! Did you recently graduate from...

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The Risks of Putting Too Much Money Into...

July 31, 2018

These private income contracts do have potential flaws. It may not be good to...

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4 Steps to Get Yourself on the Path...

June 30, 2018

Are you feeling good about your finances? Or do phrases like “account...

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Set Goals as You Save & Invest: Turn...

May 31, 2018

Goals give you focus. To find and establish your investing and saving goals,...

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Hitting the Retirement Preparation Sweet Spot

April 1, 2018

A recent study by the Center for Retirement Research (CRR) at Boston College...

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Financial Planning – Where Do You Start?

March 2, 2018

Professionally speaking, women entering our 40s and 50’s typically are...

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How the Tax Reform Act Could Affect You

February 1, 2018

With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now is...

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First Steps On the Road Map to Fiscal...

January 2, 2018

In speaking with clients over the past few months, I found that time and time...

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Will Your Heirs Receive a Fair Share of...

October 4, 2017

Will your heirs receive a fair share of your wealth? Will your invested assets...

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Bag Lady Syndrome – How to Avoid It

September 1, 2017

You must avoid it. Think about tomorrow, not just today. Provided by Ronit...

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Seeking a Small Business Loan? Here’s What You...

August 9, 2017

Small businesses still struggle to obtain credit; nearly half of those who...

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A Woman’s Financial Reality

August 1, 2017

Your financial future is up to you … and no one else. Provided by Ronit...

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Don’t become the “Bank of Mom and Dad...

July 24, 2017

Most people want to help their children pay for a quality college education,...

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Choosing a Tax Preparer

January 30, 2013

Approximately 60 percent of Americans enlist the help of a paid tax...

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Tips to Avoid Scammers this Holiday Season

November 26, 2012

Shopping online can be easy and convenient, especially during the holiday...

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Are You Raising Financially Intelligent Children?

November 19, 2012

All parents want to support their children’s learning process. From algebra...

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Tax Strategies You Should Implement Before the End...

November 12, 2012

According to financial planner Rick Rogers, income taxes are going up next...

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2012 The Financial Action Plan

January 16, 2012

First and foremost – it’s important to start by patting yourself on the...

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Florida Nixed in Kiplinger’s Top 10 States for...

July 7, 2011

For many of us, retirement may seem far down the road or it may be looming...

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Texas Two-Step—One Step Forward, One Step Back

June 21, 2011

After handing Amazon a bill for back-sales taxes owed, Texas lawmakers are now...

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Other Side of the Coins

June 15, 2011

While most compensation, or on-time payment discounts, don’t cover the total...

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Tax Exemptions Under Fire

May 9, 2011

Sales tax exemptions are coming under fire in South Carolina. Lewis and...

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Millions Lost! Or Millions Found?

May 5, 2011

A study by the Pennsylvania Alliance for Main Street Fairness estimates that...

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MO Considering Replacing Income Tax with Increased Sales...

April 29, 2011

sales tax The Missouri Jobs and Prosperity Act targets removal of corporate and...

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The Amazon Law and Other Sales Tax Strategies

April 25, 2011

The Amazon law, exemption certificate enforcement and many other methods are...

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Tax Laws and the Land of Foo

April 21, 2011

Foo--the place between the possible and the impossible--is that where taxes are...

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SSUTA may grow an extra state member…Massachusetts

April 14, 2011

The Streamlined Sales and Use Tax Agreement (SSUTA) is an agreement created for...

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Use Taxes: To Collect or Not To Collect

April 11, 2011

Use tax laws exist in every state. The purpose of a use tax law is to ensure a...

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Tax Freedom Day

April 8, 2011

Tax Freedom Day is all about determining at what point during the year has an...

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Filing a business tax return

November 19, 2010

The income tax form that you will need to file for your business depends on the...

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