It’s Tax Time! Don’t Forget 1st Quarter Estimated Payments.
It’s Tax Time! Don’t Forget 1st Quarter Estimated Payments. Published: 04/14/2026 Both your individual tax return AND first quarter estimated tax payment are due. Here is what you need to know. First quarter due date: Wednesday, April 15, 2026 The estimated tax payment rule You are required to withhold or prepay throughout the 2026 tax year […]
Refund Delay?
Tax Day Is Here! Published: 04/11/2026 Executive Order 14247 requires federal disbursements, including income tax refunds, to migrate from paper to digital form. As can be imagined, this is causing some bottlenecks in receiving refunds. Through mid-March, 1.4 million refunds are stuck due primarily to this change. If this happens to you, you will receive […]
Tax Day Is Here!
Tax Day Is Here! Published: 04/09/2026 With the individual tax-filing deadline on Wednesday, April 15th, now is the time to complete all filing arrangements and payments. What follows is information typically provided in our filling instructions to you when the tax return is completed. However, upon review, it makes sense to provide this information to […]
Spring Cleaning That Pays You Back All Year
Spring Cleaning That Pays You Back All Year Published: 04/07/2026 Spring cleaning isn’t really about dust or closets. It’s about deciding what earns space in your life. Your money deserves the same treatment. Instead of rushing through financial tasks you may only do once per year, such as reviewing your credit report or insurance policies, […]
7 Interesting Financial Facts
7 Interesting Financial Facts Published: 04/04/2026 Money touches nearly every part of our lives, yet many people are surprised by how common certain financial behaviors actually are. Here are 7 interesting financial facts that highlight real trends in personal finance, along with practical tips to help you make smarter decisions. Fact #1: 46% of Americans […]
Annual Tax Quiz -American History Edition
Annual Tax Quiz -American History Edition Published: 04/01/2026 This year marks 250 years of American independence, which also means two-and-a-half centuries of spirited debate over taxes. From the nation’s earliest days, revenue has been raised in inventive, controversial, and occasionally head-scratching ways, often followed closely by creative attempts to avoid it. To mark this anniversary, […]
Tax-Free Rental of Your Property
Tax-Free Rental of Your Property Published: 03/28/2026 Most income you receive is taxable income that is reported to the federal and state tax authorities. However, renting out your home or vacation property on a short-term basis can be done tax-free if you follow the rules. The rule: If you receive rental income for less than 15 […]
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 […]