How Filing Your Tax Return Early (Or Late) Could Impact Your Stimulus Check By: Stacey Nickens Tax season kicked off on February 12, and as of late February, the IRS had already received 21% more individual returns than on the same day in 2020. While some are waiting to see if the tax deadline [...]
Tax & Funding Provisions in the Proposed Stimulus Package By: Stacey Nickens The House is expected to pass a $1.9 trillion coronavirus relief package today, after which the legislation will head to the Senate for approval. Beyond providing additional stimulus, the package includes an increase in the child tax credit, additional funding for small [...]
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 [...]
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