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Tax Reform Cracks Down on IRA Recharacterizations

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Article Highlights: Tax Trap Traditional IRA Roth IRA Traditional to Roth Conversions Undoing a Conversion Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts &…
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New Tax Law Cracks Down on Home Mortgage Interest

Article Highlights: Acquisition Debt Interest Equity Debt Interest Consumer Interest New Tax Law Changes Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts & Jobs…
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Will Your 2018 Withholding Be Right?

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Article Highlights: Tax Cuts & Jobs Act Wage Withholding Tables W-4 Be Cautious with Adjusted Withholding Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts &…
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4 Money Lessons Every Teenager Needs to Know

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Article by Katherine Vasel | Found on CNN It's time to talk to your teenager about money. The teen years may be the first time kids start to earn their own money. And establishing good habits now can pay dividends well into their future. Plus,…
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Is 2018 the year to buy a house?

Article by Katherine Vassel | Found on CNN Home buyers aren't going to catch much of a break this year. Sellers will remain in the driver's seat as buyers continue to face affordability issues thanks to low housing supply. "The challenges…
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Is Your Credit Score Affecting Your Quality of Life?

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Article by Anna Johansson | Found on NBC The American dream is usually characterized as working hard from the bottom up, making a good salary, buying a house and having time to create and enjoy your family life. But the vision doesn’t…
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3 Tips to Getting Retirement Right in Your 20s

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Article by Walter Updegrave | Found on CNN I'm in my 20s and would like to start taking steps to ensure a secure retirement and financial future. But like many people in my generation I'm confused about where to start, who to contact and what…
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Improving Your Relationship With Money In 2018

Article by Michael F. Kay | Found on Forbes The turning of the calendar year is traditionally a time when you feel inspired by the possibilities of a new start, a new beginning, and the onset of positive change. It can be a time that is…
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There's a Real Difference Between a Personal and Business Credit Card

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Article by Jared Hecht | Found on Entrepreneur If you’re a business owner, there are dozens of reasons to have a credit card. For one thing, they are a great way to keep track of all your business expenses in one place. They also offer…
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U.S. Employers Only Added 148,000 Jobs in December but That's a Good Sign

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Article by Christopher S. Rugaber | Found on INC.COM U.S. employers added 148,000 jobs in December, a modest gain but still enough to suggest that the economy entered the new year with solid momentum. The unemployment rate  remained…