Lowering your tax bill next year works best as a planned event. So if you are interested in breathing a sigh of relief come next April, consider a review of these four areas as you create and implement your tax plan for 2025. #1 – Your Home Your home can create unexpected tax liabilities. Property…

It’s a universal truth: socks have a way of disappearing. The mystery of the vanishing sock is an unsolved puzzle that everyone experiences. But what’s really behind this bizarre phenomenon? And what about other everyday mysteries that leave us scratching our heads? It’s time to unravel some of life’s most pressing questions. Why do my…

Give your spring cleaning a creative twist this year with the following fun-themed ideas. The Hanger Trick. Turn all your hangers backwards. After wearing an item, return the hanger forwards. After a few months, donate clothes still on backwards hangers. The One In, Two Out Method. For every new item you bring into your home, get rid of two items…

Here are some last-minute details and tips With the individual tax-filing deadline on Tuesday, April 15th, if you have not already done so, now is the time to complete all filing arrangements and payments. While this information is provided in our filing instructions, it makes sense to provide this information to everyone, whether you have…

Scammers are becoming increasingly sophisticated, with more emails, phone calls and text messages crafted to look and sound like the real thing. This is often because thieves are adding artificial intelligence to its arsenal of tools to transform their tricks into messaging that genuinely looks like its coming from a person you know and trust….

Everyone needs to be aware and alert Immediate Required Action: Review your savings account interest rate and take necessary action to avoid potential deceptive, unreasonable, and obscure rules that are keeping your money from making a reasonable interest rate! Background When interest rates rose due to inflation, banks and credit unions quickly raised their interest rates…

You will soon have to confront a higher tax bill if Congress doesn’t extend many credits, deductions, and lower tax rates that are set to expire at the end of this year. Here’s who should be considering ongoing tax planning sessions as this uncertainty plays out in Congress and the Executive office: Your income will…

To ensure your tax return is filed quickly and without error, double-check this list of commonly-overlooked items. These little pesks are among the commonly missed items reported as hold ups to filing individual tax returns: Missing forms. Using last year’s tax return as a checklist, double check that all your W-2s and 1099s are received and…

With the cost of college rising rapidly, it can be overwhelming to think about how to pay your way through school for either yourself or your kids. Fortunately, saving hundreds, or even thousands, is possible. Teenagers can help keep down the cost of their future college tuition by taking the following classes and exams while…

The recent wildfires in California forced thousands of families from their homes with little to no warning. If you ever find yourself in a similar situation where you need to evacuate your home with only a moment’s notice, having an escape plan mapped out ahead of time could potentially save your life, as well as…