Important Tax Tips for Filing your 2019 Taxes
For those of you eager to get a head start on filing your taxes this year, here are some important tips to help you navigate the process.
Author: Brad
Financial Advice from Retirees
Financial tips from a survey of retirees and what they wish they could tell their younger selves about their finances.
ABLE Accounts
Find out about how you or your family can benefit from ABLE accounts if there is someone with a disability in your family.
SECURE Act Podcast
This podcast will provide you with details pertaining to the SECURE Act that went into effect on January 1, 2020 as it relates to you and your finances.
Retirement Plan Contribution Limits – Episode 3
Hear about the changes to retirement savings account contribution limits in 2020.
Highlights of Changes for 2020 Retirement Plan Contribution Limits
Great news for savers! The IRS announced today that taxpayers will be able to contribute $19,500 for employees who participate in 401(k), 403(b), most 457 plans and the Federal Government’s Thrift Savings Plan, up from $19,000 in 2019. The catchup contribution limit for employees age 50 and over who participate in these plans has increased…
Financial Literacy And Educating Youth Locally
As the United States continues to offer more and more financial education in schools, colleges, workplaces, non-profits and government agencies, only ⅓ of states actually require students to take a personal finance course in high school. Even more alarming is the fact that less than ⅓ of adults understand three basic financial literacy topics by…
Teaching your Children about Finances – Episode 2
Listen here for some key information on teaching your children about finances – it’s never too early to start!
End of Year W4 Checkup
According to a recent survey, over 80% of Americans never updated their W-4 after the 2018 TJCA, which made sweeping changes to the tax rates. Those that never changed their withholdings may now be in a position of currently owing the IRS additional amounts, plus possible interest and penalties. In order to ensure that you…