Sailing through Tax Time with the Help of a Daily Money Manager

Sailing through Tax Time with the Help of a Daily Money Manager

This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that last year is over we are faced with the overwhelming task of gathering information needed...
February: Focusing on Taxes

February: Focusing on Taxes

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...

March: Down to the Wire for Taxes and Looking Forward

We’ve talked about organizing for the April 15 tax filing deadline throughout the series; March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible. Many Health Care Flexible Spending...