Financial Tips
Day 7 – Understand financial obligations quickly with our financial calculators
We have 100 financial calculators available on our website that can help you work on any financial project. From auto loans to mortgages to cash flow, get the information you…
Read MoreDay 6 – Max Out Your Retirement Plan Contribution
Who would you rather pay, yourself or the government? We’re willing to gamble that you chose yourself. If you did, then one of the easiest moves you can make is…
Read MoreDay 3 – Make your holiday shopping season safer
Since tens of millions of people shop online, take the necessary precautions to secure your payment information. Be sure to look for the “s” in “https”. The “s” in the…
Read MoreDay 2 – Batch Your Itemized Deductions
The goal of batching is to position yourself so that you will have deductions greater than the standard deduction one year, with the following year being a standard deduction. Click…
Read More12 Days of Accounting Tips – Day 1 – Get Organized
It’s never too early to gather receipts for tax deductible expenses and sources of income. Doing it now will help to ensure you’re not forgetting anything significant. It will also…
Read MorePlan Now, Save Later! (Part 2)
By Andy Johnson, CPA, Principal Welcome back for Part Two! In Part 1, we discussed the strategy of Batching Your Itemized Deductions (click here to read Part 1), and we…
Read MorePlan Now, Save Later! (Part 1)
If you project that your total itemizable deductions for 2019 will be close to exceeding your applicable standard deduction amount, you should consider batching.
Read MoreHow to Inflation-Proof a Retirement Portfolio
To build a portfolio designed to provide inflation-adjusted income throughout a long retirement, consider the following tactics.
Read MoreHow to Teach Your Kids About Money
Baby boomers were taught to save for a rainy day. The younger generations? Not so much. Still, parents must realize that they are part of the problem – and the solution.
Read MoreToo Many Passwords to Remember? We’ve Got a Solution
By: Donna Bryant, C&R Administration and IT Manager Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having…
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