Think Twice Before Tossing: The Critical Timing for Disposing of Your Tax Records Safely

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 Article Highlights: Why We Keep Records Audit Defense Amending Returns Claiming Refunds Tax Basis Duration for Keeping Tax Records Federal Statute of Limitations on Tax Refunds Tax Return Omissions Indefinite…

Secure Your Child's Financial Future: The Importance of Establishing Custodial Accounts Early

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As parents, ensuring the financial security of our children is paramount. One effective tool for this is a custodial account, a financial mechanism designed to hold and protect assets for minors until they reach adulthood. In this article, we…

5 Essential Personal Finance Tips Every Millennial Should Know

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As Millennials continue to navigate their financial journeys, understanding key tax and personal finance topics is crucial for achieving long-term prosperity. In this article, we'll explore some of the most important issues facing Millennials…

Don’t Miss Out on Your Employer’s Flexible Spending Benefits

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Article Highlights: Health Flexible Spending Arrangement (FSA) Benefits of an FSA Qualifying for an FSA Contributions to an FSA Amount of Contribution Distributions From an FSA Qualified Care Expenses Qualified Medical…

Financial Resolutions: A Guide to Kickstart Your Best Money Year Yet

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A guide to kickstart your best money year yet. This article will guide you through essential financial resolutions to set the tone for your best money year yet. As the calendar turns to a new year, many of us reflect on the past and set…

Find Lost Money

Article Highlights: What is unclaimed property? How can you find unclaimed property? Is the unclaimed property you find taxable? What are your chances of finding unclaimed property in your name? Unclaimed property refers to…

Financial Planning for All Ages

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Are you wondering where the world economy is going and how your personal finances will stand up to the changes?  If so, you are not alone.  Part of the fun of being on this planet is planning for the future even when it’s not clear what…

Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time

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 Article Highlights: Separated Taxpayers Divorced Taxpayers Recently Married Taxpayers Widowed Taxpayers Filing Status Joint and Several Liability Who Claims the Children Alimony Community Property States Affordable…

Want to Improve Your Cash Flow? Shorten the Amount of Time it Takes to Get Paid

To say that things are uncertain right now when it comes to the economy is, in all probability, a bit of an understatement. Inflation is at levels we haven't seen in decades. Employment costs are rising across the board. Materials in a number…

Home Energy Improvement Credit Is Enhanced

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Article Highlights: Credit History Credit Percentage and Annual Credit Limit Per Item Credit Limit Home Energy Audit Identification Number Requirement Other Credit Issues Tip To Maximize The Credit This credit goes…