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5 Ways to Plan for Tax Season Now
December 12, 2022

With the holidays looming, who wants to think about filing their income taxes? That can wait until spring, right? Well, actually, tax planning should always be an ongoing practice. And that’s especially true at the end of the year, because certain actions must be taken now if you want to…

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Make Charitable Donations by End of Year
December 5, 2022

Life is getting pretty hectic for a lot of us right now, but that doesn’t mean you should forget about tax planning. In fact, the holiday season is the perfect time to earn one particular type of tax deduction, by making contributions to your favorite charities. But you must make…

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6 Things You Should Know About Bank Fraud
September 5, 2022

We all know that con men have always been around, ready to prey on anyone they can reach. But the internet and digital banking have opened up a whole new playground for unscrupulous people. These days, “digital money movement” scams are on the rise, because con artists want access to…

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When Do You Use Your Emergency Fund?
August 15, 2022

Hopefully, you’ve followed our frequent advice to establish a savings account so that you can quickly access funds in an emergency. And with a possible recession looming, or perhaps already arrived, we know that some people will need to dip into their emergency stash of cash. But what constitutes an…

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Should You Refinance Your Mortgage Now?
August 8, 2022

As you probably know, the mortgage refinance industry has really been on fire for the past year. Like most homeowners, you’re probably receiving offers right and left. But is this really the best time to refinance your mortgage? Or should you wait for a more beneficial time? Every situation is…

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Read This Before Using a Credit Card at the Gas Pump
July 11, 2022

With the cost of gas at historical levels, you probably don’t want to spend any more time than necessary at the gas pump. But because the point-of-sale machines at gas stations are often tampered with, we should all take a moment to learn about credit card skimmers. A skimmer is…

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Are We Heading Toward a Recession in the Near Future?
June 13, 2022

If you’ve paid attention to headlines lately, you might not be feeling too optimistic about the future of the economy. Many analysts are predicting a recession which could begin next year, and some predictions appear dramatic. But is the situation really that bad? And how can you prepare for a…

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3 Signs You Need to Rein in Your Credit Card Use
June 6, 2022

In times of high inflation and rising interest rates, one thing you’ll want to avoid is credit card debt. Carrying high balances on your cards will erode your spending budget over time, but this can impact your retirement satisfaction, too. No one is saying to refrain from credit card use…

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Why Paying Off Your Mortgage Might Not Be a Good Idea
May 10, 2022

Most of us dream of living debt-free someday. In particular, it would feel great to live in a paid-for home. And hopefully you’ll get there! But if you’re faced with a windfall of cash, paying off your mortgage might not be the best idea. And here’s why. All debts are…

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How to Minimize Taxes on an Inherited 401(k)
April 11, 2022

Your retirement account is designed to provide income to you throughout your retirement years. But in the event that you pass away prematurely, what will become of your money? Your spouse or another beneficiary will inherit it, but did you know that they could owe considerable taxes on that inheritance?…

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