Planning on giving this year? Giving annually might trim both your estate and income taxes. Currently, you can give $14,000 to any number of recipients without paying federal gift tax. Learn about your options. Continue reading “Want to give this year? Here’s what you need to know”
Your kids will learn math in school, but that doesn’t necessarily equate to personal finance. If you want them to become financially responsible adults, you should give them some training yourself. Here’s how.
Deduction opportunities abound for people who know the importance of saving their receipts and keeping proper documentation. Make sure you’re taking the right steps to make qualified deductions during filing season. Continue reading “Your receipts are important: save them”
You may receive correspondence from the IRS that contains an error. What should you do?
Do you have a financial plan that works for both you and your spouse? Here are suggestions that can help.
How much money did you save last year? If your savings fell short of your goals, don’t give up. You can still take charge of your financial future.