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 […]
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 […]