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…

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….

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…

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…

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…

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:…

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…

As you ring in the holiday season, why not have some fun? Test your knowledge of the hidden stories behind holiday giving with our annual holiday quiz. Enjoy! Question 1: While wrapping gifts finds its origins in 2nd century China, the popularity of wrapping holiday gifts in colorful paper is attributed to what reason?A. When…

Year-end is more than just wrapping gifts and planning celebrations – it’s the last chance to make smart money moves that can reduce taxes and set the stage for a confident start to the new year. Use this checklist to help cover the essentials.   Check tax withholdings. Do a quick check to see if your…

Plenty of tax changes are lining up as the calendar turns toward 2026, and knowing what’s coming can help you stay a step ahead. Before then, there’s also several moves to make filing your 2025 tax return as easy as possible. Preparing to file your 2025 tax return Gather records to support deductions for no tax…