Day 11 – Tax Time Simplified

Do you bank online using your PC, smartphone or tablet? How would you like to manage your tax documents in the same manner? TaxCaddy is a secure file submission platform…

Read More

Day 9 – Setting and Remembering Passwords

Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30%…

Read More

Day 8 – Give the Gift of Education

Saving for your child’s college education can be a daunting task, given how quickly and how high education costs have climbed. Fortunately, a 529 plan is a flexible, tax-advantaged way…

Read More

Day 5 – Year-End File Clean-Up

When it comes to your tax records, the IRS recommends keeping copies of tax returns and supporting documents at least three years. Some documents should be kept up to seven…

Read More