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What You Need to Know for the 2024 Tax Season

Curious about the latest tax changes?  Don’t worry, we’ve got you covered.  We’ll highlight any tax law changes or adjustments that may affect your return, so you can continue to file...

5 Tips to Help You Save Your First $1,000

We’d all love to have a nice cushion in the bank. It doesn’t have to be six figures but enough to cover an emergency without panicking. Unfortunately, that isn’t the case for most Americans. More...

What Are Digital Assets and How Are They Taxed?

The information in this article is up to date for tax year 2023 (returns filed in 2024). With the rise of cryptocurrencies, NFTs, and widespread digital infrastructure, more and more people are...

HSA vs. FSA: Which Offers the Best Tax Advantages?

The information in this article is up to date for tax year 2024 (returns filed in 2025). FSAs and HSAs are tax-advantaged accounts that offer savings on health costs. Each works a little...

IRA vs. 401(k): What’s the Difference?

The information in this article is up to date for tax year 2024 (returns filed in 2025). Retirement investing has significant tax benefits and financial implications now and in the future. That’s...

Cómo evitar deberle al IRS el próximo año

La información en este artículo está actualizada para el año fiscal 2024 (declaraciones presentadas en 2025). La mayoría de los contribuyentes reciben un reembolso cuando presentan su declaración de...
8 Ways to Save on Summer Travel

8 Ways to Save on Summer Travel

Summer is the perfect time to take a fun-filled vacation but traveling during the peak season won’t come cheap.  According to CheapAir.com, July is the most expensive month to travel this summer.  Whether you’re planning an island getaway or a big city adventure, there are ways to...

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6 Tips for Exercising Safely in the Summer Heat

6 Tips for Exercising Safely in the Summer Heat

Summer’s the perfect time to get off the couch and engage in outdoor activities. You can take advantage of the beautiful weather by swimming a few laps at the pool, kayaking or bike riding through your local park. Not only will you have fun but you’ll be getting a good workout...

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How to Keep the Bugs Away All Summer Long

How to Keep the Bugs Away All Summer Long

As much as we love the warm weather that summer brings, we can do without the pesky bugs.  They land on your food while you’re trying to eat, bite you when you’re not paying attention and buzz around your room when you’re trying to sleep.  Although bugs help the environment...

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Summer Tax Tips You Need to Know

Summer Tax Tips You Need to Know

It’s summer, summer, summertime, which means you probably care more about hitting the beach than doing anything tax related.  But a little planning now can help you save money when you file next year.  Here are some summer tax tips you need to know.   Newly married couples must...

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9 Rules for Kick-Starting Your Financial Life

9 Rules for Kick-Starting Your Financial Life

Nobody is perfect.  Sometimes we drop the ball when it comes to our finances.  Maybe you haven’t checked your credit score in years or occasionally pay bills late.  We’re not saying that either one is acceptable, but it happens.  What’s more important is that you don’t make the same...

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What to Do if You’re Filing Your Taxes Late

What to Do if You’re Filing Your Taxes Late

The deadline for filing your federal return was April 18th.  You may face penalties and interest if you file late and owe the IRS.  Although falling behind on your taxes can be stressful, it’s not the end of the world.  Here's what to do if you're filing your taxes late. Get...

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Common Bank Fees You Shouldn’t Be Paying

Common Bank Fees You Shouldn’t Be Paying

Paying an occasional overdraft or out-of-network fee may not seem like a big deal, but it can cost you a small fortune over time.  The good news is that with some strategic planning most bank fees can be avoided.  Here are some common bank fees you shouldn’t be paying.  ...

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7 Hidden Costs That Ruin Your Travel Budget

7 Hidden Costs That Ruin Your Travel Budget

After being stuck at home the last couple summers due to the pandemic, many people are excited to finally start traveling again.  If you’re planning a trip in the coming months, you probably know to budget for hotel, airfare, activities, and food; but there are some other expenses...

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