The Top 12 Tax Frauds
Have you heard of the “dirty dozen?” Each year, the IRS lists the top 12 recurring federal tax offenses – frauds, cheats, feints and schemes that ethically challenged taxpayers, tax […]
Getting a Jump on Tax Season
Tax season is almost here and now is the time to prepare for it! What should you have in order for your tax appointment? You can file your federal tax […]
A Financial Look Back at 2014
The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit […]
Talking About Money Before & After You Marry
No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in […]
Fall Financial Reminders
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives: Don’t forget that IRA […]
How Taxes Affect Your Savings and Investments
How many of us save and invest with an eye on tax implications? Not that many, according to a recent survey from Russell Investments (the global asset manager overseeing the […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
A Taste of Income Tax History
The 2014 tax season just came to a close and chances are you either have grumbled over your tax bill, or soon will. The question is, when you do that, […]
4 Tips for Deducting Charitable Donations from Taxes
Even though the U.S. is steadily rebounding from the recession, times are still tough. According to the Bureau of Labor Statistics, the unemployment rate is still hovering around 7%. And […]