If you’ve filed your taxes, congratulations and job well done! (If you filed for an extension, see the important note below.) Now that you’ve filed, what should you do with all of those forms, receipts, and documents? What are best ways to keep that information safe? Oh, and how long should you keep tax information? […]
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A new tax season is almost upon us. This small three letter word, tax, causes heightened anxiety for many working Americans. Our tax system is complicated with many laws, codes, mandates, and processes interwoven into our daily lives. With this in mind you want to do everything that you can to make this cycle go […]
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If you’re planning to retire in the next few years, you may have wondered what may impact you from the new tax reform bill passed by the U.S. Congress in December 2017. Officially called the Tax Cuts and Jobs Act (TCJA), there are a ton of changes in the bill, but only a small set […]
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Higher education has quickly become one of the largest expenses a family will face. The annual costs to send a student through an average 4-year institution has doubled since 2000 to more than $25,000. (Source- National Center for Education Statistics) There are many ways families can plan for these expenses. 529 and Coverdell accounts provide […]
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