Category: Uncategorized

December 18, 2024 Curt

The holiday season is celebrated in so many unique ways across the globe. From unusual foods to peculiar customs, each country has its own special way of celebrating. Think you know your global holiday traditions? Test your knowledge and have fun with our annual holiday quiz! 1.) In Japan, what unusual meal is a popular…

December 12, 2024 Curt

Capture the spirit of the holidays We are a generation past the hardships of the dust bowl and the Great Depression. And we are a generation well into an economy based upon consumption. And in this environment, Santa presents an interesting paradox. From kids’ perspectives, it is about magic and the joy of receiving the…

December 11, 2024 Curt

With the changes happening in Washington D.C., there is now some uncertainty about what tax policies we may see in 2025 and beyond. During this time of uncertainty, it is challenging to create a workable tax plan. But not to fear. There are several things that we DO know about tax changes to start 2025….

November 27, 2024 Curt

Inflation isn’t the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to avoid them altogether. Common areas with sneaky fees Checking account fees. Banks love to nickel and…

November 20, 2024 Curt

At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart speakers, and virtual assistants—perfectly illustrates the challenges that come with disruptive innovation. Here’s a quick look at how AI is improving our lives, but…

November 6, 2024 Curt

YTH: /miTH/ (noun) – a widely held but false belief or idea Many myths about the IRS and the tax code have been amplified online in recent years. Here are several myths that if you believe them, could leave you with an expensive tax surprise. Myth #1: Retirement money is always tax free. You have retired…

October 24, 2024 Curt

Your child’s education now features more screen time, more remote learning, and more opportunities to be tripped up in our online world. The good news is that you can still make a difference in your child’s life as they continue their journey from elementary school through high school. Here are some ideas to help your…

October 17, 2024 Curt

All Americans are now allowed to withdraw up to $1,000 every year from retirement accounts to pay for a broad range of emergency expenses. There are several reasons, however, why you should avoid tapping your retirement accounts at all costs. Reasons to leave retirement funds alone You’re diluting your retirement savings. Although the money comes in…

October 10, 2024 Curt

Very few things in life can create a higher degree of stress than having your Social Security number (SSN) stolen. This is because, unlike other forms of identification, your SSN is virtually permanent. Here are some things that you can do to minimize the risk of having your number fall into the hands of the…