Building Healthy Financial Habits By: Stacey Nickens While building habits can be challenging, healthy habits are necessary for our well-being. Habits reduce the amount of decisions we have to make in a day and thus free up brain space to work on more important projects. For example, we build a habit of brushing our [...]
Positions I'm Watching: PayPal By: Stacey Nickens Due to the pandemic, more people are shopping online rather than in store. As a result, the online payment industry has seen a big increase in demand. The online payment platform, PayPal, has accordingly benefited, and its stock has grown over 50% during the past three months. [...]
Understanding Georgia's Retirement Income Exclusion By: Stacey Nickens In Georgia, retirees and older individuals can shelter some of their income from state taxation. This retirement income exclusion is available to state residents who are 62 years and older as well as some disabled taxpayers. Georgia's retirement income exclusion allows qualified taxpayers to exclude certain [...]
How Different Forms of Retirement Income Get Taxed By: Stacey Nickens If you have reached retirement, congratulations! It is so beautiful to have more time to explore your hobbies, spend time with loved ones, relax, and travel. However, I never want my retired clients to be bogged down by financial worries. A surprise tax [...]
Can you claim the home office deduction on your 2020 tax return? By: Stacey Nickens Due to the pandemic, many of us spent most or all of the year working from home. There are certainly benefits from using your home as an office. You can wear comfy clothes to work. You don't have to [...]
New Tax Breaks for the 2020 Tax Year By: Stacey Nickens The pandemic changed so much in our lives, including the tax code. The coronavirus relief laws passed by Congress included a number of tax breaks that can be applied on your 2020 return. In this article, we will review four new tax breaks [...]
Romantic Investment Opportunities for Valentine's Day By: Stacey Nickens Talking about stocks and bonds may not sound like the most romantic dinner conversation. Couples often fight over money and finances, so why would you want to mix investment decisions with your Valentine's Day plans? However, I have seen many individuals lovingly gift investments to [...]
I'm nervous about the market's performance this week. What should I do? By: Stacey Nickens Watching the stock market this week felt a little bit like sitting in the middle of a casino. There was so much noise and flashing lights, it was hard to figure out what was actually going on. Where was [...]
IRS Offers New Tool to Protect You From Tax Fraud By: Stacey Nickens In past years, the IRS has given victims of tax fraud an Identity Protection PIN. When these individuals filed their tax return, they would input their Identity Protection PIN in addition to their Social Security Number. Doing so would give them [...]
Should I invest in mutual funds in retirement? By: Stacey Nickens Mutual funds are very common investment vehicles inside of pensions, 401(k)s, and other savings accounts. People often choose mutual funds because they allow individuals to invest in hundreds of companies at once, reducing their investment risks through diversification. However, as you move into [...]
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