Author: Curt

March 4, 2026 Curt

Filing your 2025 tax return may feel like crossing a finish line. In reality, this moment is the starting point for smart tax planning during 2026. Here are several ideas to kick start your own tax planning cycle. If you get a big refund, adjust your withholdings. A large refund may feel rewarding, but it often…

February 25, 2026 Curt

With so many streaming platforms, social media outlets, and new gaming options popping up every day, it’s nearly impossible to fully protect your kids from what they can encounter online. To help, the Federal Trade Commission has several suggestions for protecting your kids online: Overcommunicate. How successful you will be with your child’s online safety hinges on communication….

February 18, 2026 Curt

It’s tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity income has become overwhelming. In an effort to give you ideas and tips to cut costs, here are some common areas that are ripe for saving money. Hidden cost #1:…

February 11, 2026 Curt

The IRS is getting pretty good at comparing your income reports against what you claim on your tax return. The result is a notice in the mail called a correspondence audit. If you get one, it unfortunately takes a long time to straighten it out. In an effort to help you avoid this hassle, here…

February 4, 2026 Curt

A smooth tax filing experience starts before your return is prepared. When your information is organized and easy to follow, everything moves faster and feels far less stressful. This checklist gives you a simple, practical way to gather all your tax information. Use last year as your cheat sheet. Start with your most recent tax return….

January 28, 2026 Curt

A new wave of technology is quietly reshaping the world. Here are several tech breakthroughs you should know about that are real, rising fast, and ready to impact your life. Spatial Computing: The Next Digital Frontier Imagine putting on a pair of glasses and seeing digital objects pop into your real world like a coworker…

January 21, 2026 Curt

Creating a sound financial foundation for you and your family is a great goal. Here are five thoughts that may help.   Pay yourself first. Treat saving money with the same care you pay your bills. Take a percentage of everything you earn and save it. Using this technique can help build your savings balance and…

January 14, 2026 Curt

With tax season officially underway, here are several ideas to make filing your return as stress-free as possible: Gather your tax information for filing. Items you’ll need include K-1s, W-2s, 1099s and other forms you receive from your business, employers, brokers, banks, and others. If you find any errors, contact the issuer immediately to request a…

January 7, 2026 Curt

Every January brings a familiar ritual. We promise to eat better, exercise more, and finally organize the garage. These are fine goals, but if you want a resolution that delivers real, measurable value, fewer taxes paid over your lifetime is about as concrete as it gets. Here are three possible resolutions to consider: Resolution #1:…

December 29, 2025 Curt

Rising costs across nearly every kind of product and service have stretched everyone’s budgets, making each dollar feel a little tighter. Here are some tips to spend less to help offset the effect from these higher prices. Pay down high-interest debt. You can start spending less money today by paying down high-interest debt. Data from the Federal Reserve shows…