Author: Barbara Agerton
Should you carry life insurance on your children? Read on to learn the most common considerations when making this decision.
Continue reading “3 reasons why your child should (or shouldn’t) have life insurance”
Good news – there are a lot of revenue sources that aren’t taxed. You may have an idea of what they are, but here’s a quick list to review. Continue reading “Here’s a roundup of your nontaxable income”
April 1 is the last day you can take your required minimum distribution (RMD) for 2017 from your traditional IRAs. If you reached age 70½ last year, this is a big deal. Continue reading “Do you need to take an RMD? April 1 might be an important date for you”
Considering depositing your tax refund into your retirement account? Make sure no snafus happen along the way. Continue reading “Putting your tax refund into a retirement account? Read this”
Intuit Link is an online portal for you and your accountant (that’s us) to connect and deliver tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.
You’re probably getting ready to go through last year’s records and prepare for this year. But what should you keep and what can you throw away? Here are some things to keep in mind as you sort through your records.
Continue reading “Time to go through your tax records? Consider this”
Business owners and managers can let emotions dominate the decision-making process. Instead, move past sunk costs with grace and confidence knowing it’s the smartest business decision to make.
Continue reading “Why walking away from sunk costs is the best option”
Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times.
Big tax law changes mean even bigger opportunities for taxpayers. Take a look at some of the changes to come out of the Tax Cuts and Jobs Act and consider how they could affect you.
Continue reading “The new tax act means big changes for taxpayers”