Investment clubs are an opportunity to learn about investments, and make money, treat a club as you would any other business relationship.
taxes
Most Common Areas for Tax Breaks
Tax Breaks – Realize that in tax planning, the earlier you start, the more effective your tax-cutting efforts will be.
1099-K – Understanding Your Special K’s
The IRS is reporting that it will be comparing filed 1099-Ks against income reported on business tax returns
How to get your marriage off to a good financial start
Wedding season is upon us! Did you know couples often enter into marriage without ever having had a discussion about financial issues? As a result, they find themselves frequently arguing about money. If you are planning a wedding, here are some steps you can take to get your marriage off to a good financial start: […]
Sweeping Changes for Taxpayers & What They Mean for You
The Tax Cuts and Jobs Act was passed at the end of December 2017 with some of the most sweeping changes taxpayers have seen in 30 years. Here are a few big changes to come out of the new act — and what you can do about it. The medical expense deduction threshold was lowered […]
Tax-Time Review
Now is the perfect time to review your financial affairs. You have to gather information to prepare your tax return at this time. Why not take one more step and do something positive for the wellbeing of your wallet? The following suggestions will help you with your financial review: Talk to your family. […]