Opening a small business can be incredibly gratifying. You can pursue your own passion. You can set your own hours and be your own boss. You can enjoy the confidence and independence that comes with being an entrepreneur. However, managing the finances and tax burden of a small business can be challenging, especially if [...]
With Silicon Valley and Signature Bank failing during the past week, many savers are concerned about their bank deposits. Are your banks at risk of failing? What happens to your money in the event of a bank collapse? It may help to better understand the reasons behind the recent bank failures. For starters, Silicon [...]
Tax documents are likely hitting your mailboxes and inboxes, and as you receive W-2s, 1099s, and other documents, you may be tucking them away for your tax preparer. Even if you do your own taxes, many programs allow you to upload your documents, and the program will review and input information for you, without [...]
The weather is getting warmer. The days are getting longer, and the seasons shifting can only mean one thing: tax season is here again. Shifting from pandemic-specific tax rules that applied in 2021 into a post-Inflation Reduction Act world may be causing some confusion for taxpayers. What credits still apply? Which don’t? How will [...]
Many of us contribute to IRAs, 401(k)s, or other tax-deferred retirement accounts. These accounts allow investors to contribute tax deductible dollars that will then grow tax-free, until withdrawals are taxed in retirement. To ensure that taxes are eventually paid on these funds, the IRS requires holders of tax-deferred accounts to take Required Minimum Distributions [...]
Should I Pay Off My Mortgage Before Retirement? By: Stacey Nickens As you prepare for your retirement, you may be considering whether or not you should hold a mortgage in retirement. You may be considering increasing your mortgage payments in order to pay off your mortgage earlier. If you are considering moving or downsizing [...]
As we head into the holiday season, I am filled with gratitude for my loved ones and community. Each day, I work to reflect on the ways my co-workers support me, the ways my community members improve my daily life, and the ways my family brings me joy. This sense of gratitude and abundance [...]
Your Take-Home Pay May Increase Under New 2023 Tax Rules By: Stacey Nickens With inflation on the rise, the IRS has expanded tax brackets, increased certain credits, and raised the standard deduction for the 2023 tax year. These changes could decrease many Americans' tax burdens by allowing more taxpayers to remain in lower income [...]
I love watching The Titanic. I love the romance. I love the suspense. I love the emotional catharsis I feel every time I watch the film. However, just because I adore a movie about a ship sinking, doesn't mean I ever want to be on a sinking ship. Yet, when the market whips itself into a [...]
Do I qualify for student loan forgiveness? By: Margaret Nickens In August, President Joe Biden announced a plan to forgive federal student loan debt and introduce a new income-driven repayment plan. He also extended the student loan payment pause through December 31, 2022. With these changes, you may be wondering whether or not your [...]
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