Blog Archives

11 Smart Ways to Use Your Tax Refund

You discover that you are getting a refund. CONGRATULTIONS! What are you going to do with it? A refund is a prime opportunity to set yourself in a better position for the future. Here are a dozen ways to make

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Mistakes to Avoid when Filing your Taxes

We all make mistakes, but here are a few to make sure you avoid when filling out your taxes.

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Tax codes you may not be aware of

IRC 127: Educational Assistance Up to $5,250 of Employer paid educational assistance provide to employees in excluded from taxable wages. Graduate level courses are included in this exclusion. Expenses include the cost of books, equipment, fees, supplies and tuition. The

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Seven steps that couples in their 50s should take

Here are seven smart moves that couples in their 50s can take to prepare for retirement:   Asses what retirement will cost: Mapping out a rough budget and plugging those numbers into a retirement calculator can help determine if you

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Where is My Money? Tracking your refund 24/7

If you are expecting a refund on your 2017 income tax, and still haven’t received it, you can check on its status if it has been at least four weeks since the date you filed your return by mail, or

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5 Retirement Challenges that Women Face

We all are aware of the gender wage gap, but have you heard of the gender retirement gap? TIAA states that there are 5 big challenges that stand in the way of securing a safe retirement. Fewer Working years: Women

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Protecting Yourself Against Tax Scams

Don’t be fooled by con artists posing as IRS Agents. They will often initiate contact through a telephone call, claiming that you owe tax penalties or claim back taxes. They will instill fear by demanding immediate payment or threaten with

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Jack’s 8 Tax Tips

During this time of the year.. we often experience more jingle going out of our pockets than going in. Below are some tax tips you can use to help replenish some of that jingle back into your pocket in 2017!

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Tips About Debt Cancellation

If your lender cancels part or all of your debt, it is usually considered income and you normally must pay tax on that amount. However, the law allows an exclusion that may apply to homeowners who had their mortgage debt

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Name Changes and your Taxes

A name change can have an impact on your taxes. All the names on your tax return must match Social Security Administration records. A name mismatch can delay your refund. Here is what you show know if you changed your

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