Small Savings Goals for Summer That Teach Kids Big Lessons
Small Savings Goals for Summer That Teach Kids Big Lessons Published: 05/11/2026 Summer offers kids a rare window to see goals take shape quickly. With just a few months, even small savings plans can turn into something meaningful. Here are a few simple ways to get started. Choose something that matters A savings goal works […]
Kids Can Be Expensive! Here Are Some Tax Breaks to Help.
Kids Can Be Expensive! Here Are Some Tax Breaks to Help. Published: 05/08/2026 Once Congress and the Executive Branch decided the tax code was for more than collecting money to fund the government it opened the door to understanding how the rules impact parts of your situation. One of the most popular areas to understand […]
Five Small Business Insurance Review Tips
Five Small Business Insurance Review Tips Published: 05/06/2026 Changes in your business equipment, real estate holdings, the amount of inventory, and the number of employees are all good reasons to review your business’s insurance in addition to your annual review. Here are a few tips to keep in mind: Stay in contact with your insurance […]
Higher Student Loan Payments on the Near Horizon
Higher Student Loan Payments on the Near Horizon Published: 05/03/2026 The Department of Education recently announced that student loan borrowers who were awaiting loan forgiveness decisions will soon need to select a new repayment plan due to final determinations by the Supreme Court. Current Situation The SAVE Plan was a federal student loan repayment […]
Time to Create Your 2026 Tax Plan
Time to Create Your 2026 Tax Plan Published: 04/29/2026 Tax planning combines how much you think you will make, with the source (or how you make it), generating a tax effective result. This could make two clients with the exact same taxable income have entirely different looking tax bills. That’s the hard news. The good […]
10 Sources of Tax-Free Income
10 Sources of Tax-Free Income Published: 04/25/2026 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 […]
Commonly Overlooked Deductions
Commonly Overlooked Deductions Published: 04/21/2026 The tax code is about 75,000 pages long, so it’s not surprising there are many overlooked money-saving deductions hidden within it. Check out this list of commonly overlooked deductions. You might wind up with a bigger refund than you expected. State sales tax alternative. You can choose to deduct state and […]
Should I Tap into my Retirement Funds?
Should I Tap into my Retirement Funds? Published: 04/17/2026 Often if you are in dire need for money the most tempting area to look at is your IRA, 401(k), or other qualified retirement accounts. These funds, set aside for your retirement, may seem to be the answer to your financial woes. Should I take an […]
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 […]