Happy New Year…Consider These Tax Resolution Ideas
Happy New Year…Consider These Tax Resolution Ideas Published: 12/27/2025 Consider these tax resolution ideas 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 […]
Social Security Benefits Announced for 2026
Social Security Benefits Announced for 2026 Published: 12/23/2025 The Social Security Administration announced a 2.8% boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2026, another rate drop versus last year’s increase of 3.2%. The increase is based on the rise in the Consumer Price Index over the past 12 months ending in September […]
Year-End Tax Planning Tips: 2025 EDITION
Year-End Tax Planning Tips: 2025 EDITION Published: 12/19/2025 At the end of each year there are a number of things to consider that may have a positive impact on your tax obligation. Here is a list of ideas that may be worth a quick review while there is still time. And especially this year with […]
The New Car Interest Deduction
The New Car Interest Deduction Published: 12/16/2025 For years, the tax code trend was to reduce the amount of interest that may be deducted on your tax return. Until recently, it really only allowed interest deductions as an itemized deduction on qualified residences and vacation property. That is changing now with the passage of the […]
Borrowing Money from Your 401(k)
Borrowing Money from Your 401(k) Published: 12/14/2025 For years you have put away money from your pay into your employer-provided 401(k) retirement savings account. Your employer may have even matched 50% of your contributions or contributed 3% of your pay to the account as part of a safe harbor program. Now you want to take […]
Setting Benefits for Next Year
Setting Benefits for Next Year Published: 12/10/2025 Each year there’s typically an open enrollment for many benefit programs from your employer. Here are some tips to consider. Leverage employer contributions Employers that offer retirement plans like 401(k)s, 403(b)s, and 457s often include an employee match or safe harbor contribution. So make sure you understand this […]
Ingredients of a Successful Business Partnership
Ingredients of a Successful Business Partnership Published: 12/6/2025 Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their first five years than sole proprietorships, according to U.S. Small […]
Spend Less with These 5 Money Tips
Spend Less with These 5 Money Tips Published: 12/1/2025 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 […]
Your Year-End Tax & Financial Checklist
Your Year-End Tax & Financial Checklist Published: 11/28/2025 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. […]
Getting Ready For Taxes
Getting Ready For Taxes Published: 11/25/2025 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 […]