During February, we celebrate Groundhog Day, Valentine’s Day, Black History Month and other events. It is also the time to prepare for the upcoming tax season. You have probably started getting 1099s of various types for financial statements, school tuition, contract...
Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...
Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances. Over the years we’ve seen what methods work best and what spells disaster. Make Sure You...
