Your Home. A Bundle of Tax Benefits
Your Home. A Bundle of Tax Benefits Published: 03/24/2026 There are many tax benefits built into home ownership. Here’s a summary of the most common. It may be worth a quick review to ensure you are maximizing your home ownership tax benefits. Common deductions Interest deductibility. Mortgage interest is one of the few allowed deductible interest […]
NON-Retiree Retirement Ideas
NON-Retiree Retirement Ideas Published: 03/22/2026 Here are five common retirement planning tips and what you can do to take advantage of them. The key is retirement planning starts today, not decades from now when you are reaching retirement age. 1. Having a plan Surprisingly, most do not know how much money is needed for retirement. […]
Do You Need to File a Tax Return?
Do You Need to File a Tax Return? Published: 03/20/2026 One of the more common tax questions is whether you need to file a federal tax return this year. The answer is: it depends. But not filing a tax return when you should can cost you plenty, especially with the passage of a major piece […]
10 Sources of Tax-Free Income
10 Sources of Tax-Free Income Published: 03/18/2026 Wouldn’t it be nice to have a source of nontaxable income? You may be more fortunate than you realize. Listed here are a number of income items that the IRS does not tax. 1. Tax-free interest. Municipal bond interest is tax-free at the federal level. This includes bonds issued by […]
Safeguarding Your Business’s Cash with Segregation of Duties
Safeguarding Your Business’s Cash with Segregation of Duties Published: 03/14/2026 Fraud and embezzlement don’t just happen at large companies. In fact, theft may be more common in small businesses because many lack internal controls that are typically in place at larger organizations. But the good news is that effective internal controls don’t have to be […]
From Tension to Teamwork – A Smarter Way for Couples to Manage Money
Retirement Tips for Every Age Published: 03/12/2026 Couples often name money as a major source of tension – but it can also become one of your greatest tools for building trust and momentum together. When approached intentionally, money stops being a stressor and starts becoming a strategy. Here are some ideas for creating financial harmony […]
Retirement Tips for Every Age
Retirement Tips for Every Age Published: 03/10/2026 Saving for retirement is not a one size fits all journey, as each stage of life comes with different priorities, pressures, and opportunities. No matter where you are in your journey, here are savings tips from established financial publications and organizations to consider for every age. In Your […]
Understanding Tax Credits vs. Deductions
Understanding Tax Credits vs. Deductions Published: 03/06/2026 Tax credits are some of the most valuable tools around to help cut your tax bill. But figuring out how to use these credits on your tax return can get complicated very quickly. Here’s what you need to know. Understanding the difference To help illustrate the difference between […]
Your Tax Planning Cycle Starts Now
Your Tax Planning Cycle Starts Now Published: 03/03/2026 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. […]
Understanding Tax Terms: Contemporaneous Records
Understanding Tax Terms: Contemporaneous Records Published: 03/01/2026 If you have problems getting to sleep at night and you turn to the IRS tax code for help, you might find some vocabulary that is very foreign to words you use every day. One of the more common words used by the IRS is the term contemporaneous. So what […]