Financial Tip for January 2024

Financial Tip for January 2024

Federal Tax Changes 2023 And 2024: What You Should Know As we usher in the new year, it is time to review legislative changes that influence the documentation individuals must compile for their income tax returns. While no significant shifts in federal tax policy were...
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...