IRS Begins Issuing Unemployment Income Exclusion Refunds By: Stacey Nickens The IRS announced that they will begin issuing refunds to taxpayers who paid taxes on their 2020 unemployment benefits. The American Rescue Plan Act legislated that up to $10,200 in unemployment compensation per individual could be excluded from taxable income. However, by the time [...]
Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. [...]
Why is it taking so long for the IRS to process my tax refund? By: Stacey Nickens I have noticed many of my clients experiencing delays in receiving their tax refund, which can be both frustrating and confusing. If your refund is delayed, you may worry that your return has not been accepted or [...]
IRS Announces HSA Contributions Limits for 2022 By: Stacey Nickens Health savings are an important part of any financial plan. It's crucial that you prepare for unexpected medical costs, especially as you get older. HSAs, or Health Savings Accounts, offer a tax-advantaged way to save for and cover these health costs. You can deduct [...]
Changes to the 2021 Child Tax Credit By: Stacey Nickens Summer is just around the corner. Many of us may be preparing for pool days or vacations to the beach. Whether you plan to be drinking sweet tea or wine coolers, you may be interested to know that this summer won't just bring more [...]
Five Innovative Ideas for Investments By: Stacey Nickens Instead of going to restaurants, people have their food delivered through GrubHub, DoorDash, or UberEats. Many consumers pay for purchases using technologies such as Square or PayPal instead of using cash. Cryptocurrency is on the rise, and autonomous cars could be our future. With all of [...]
Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and [...]
Caring for Your Financial Garden By: Stacey Nickens To me, freshly-grown flowers fill me with so much hope. As Audrey Hepburn once said, "To plant a garden is to believe in tomorrow." Each Spring, I reserve my spots at the community garden. I pick out what seeds I will plant, and then I carefully [...]
Password Security: Protecting Yourself from Identity Theft By: Stacey Nickens This time of year, you may be cleaning out your garage, donating last season's boots, or regifting the Christmas presents that you never used. Many of us remember the importance of keeping our homes organized. However, we often forget to regularly "reorganize and clean [...]
Estimated Tax Payments Due This Thursday By: Stacey Nickens While the IRS has moved the income tax deadline to May, estimated tax payments are still due this Thursday, April 15. Estimated taxes are paid by certain individuals who earn income through interest, dividends, alimony, self-employment, capital gains, prizes, or awards. These estimated tax payments [...]
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