If finances are tight, you may wonder whether you can cash out a life insurance policy. The answer depends upon the type of policy you hold. The decision to cash out life insurance is not one to take lightly. By the time you finish this article, you’ll know which type of policies have cash value,…

It’s open enrollment time at workplaces across the country – for health insurance as well as a bevy of other benefits. Here are four tips to help navigate the maze of benefit decisions. The fall open enrollment season for employees is upon us, which means millions of American workers will need to make a number…

WASHINGTON —The Internal Revenue Service reminded taxpayers today that May includes National Hurricane Preparedness Week and is National Wildfire Awareness Month. This is a good time to create or review an emergency preparedness plan, including steps to protect important tax-related information. In 2021, the Federal Emergency Management Agency (FEMA) declared major disasters following hurricanes, tropical storms, tornados, severe…

It is not too late to file your income taxes for 2021. If you are receiving a refund, there won’t be any penalties, you just need to file. Call me today to schedule an appointment or go to my website and pick a day and time that works best for you. If you owe taxes,…

Are you thinking too short term with your personal finance? It might be worth looking ahead and considering long-term financial planning even if you’re a long way off retirement. Take a look at our top tips to set you up long-term. Are you someone who likes to plan ahead and this of the Long-term? If…

Whether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that. Taxes are on the minds of many this time of year. But too often, people think about taxes only…

Imagine a world where you didn’t have to worry about your finances? Sounds pretty amazing, doesn’t it? While that might not be realistic, there are steps you can take to keep your finances in check. Below are 4 tips to stop finance woes in their tracks. 1. Map Out Your Goals Think about your financial…

WASHINGTON – The Internal Revenue Service reminds taxpayers today that the fastest and easiest way to check on tax refunds is by using the “Where’s My Refund?” tool on IRS.gov or through the IRS2Go mobile app. This year, more than ever before, those who don’t normally have to file a tax return may wish to do so to get…

Deadline to file 2021 income taxes for both federal and state is April 18, 2022. If you have not yet filed, please call me today or schedule online on my webiste for your appointment. I can file an extension if you need one.

Some parents who have a legal agreement with their child’s other parent about who claims the child on their taxes may have some questions this tax season about the child tax credit and the 2021 recovery rebate credit. Here’s what people in this situation need to know before filing their 2021 federal tax return. Economic…