• Tax Preparation
    Tax Preparation
  • Accounting
  • Financial Planning
    Financial Planning

Your Annual Financial To-Do List

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What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you … Continued

When is Social Security Taxable?

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The answer depends on your income.   Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility.    Seniors have had to contend with this possibility … Continued

Should you file jointly, or not?

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For many married couples, filing jointly is a good idea, but there are exceptions.   Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean … Continued

IRA Contribution Deadlines

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April 18* is the deadline for your 2015 IRA contribution. If you did not contribute money to your IRA(s) during 2015 or contributed less than the maximum, you still have time to do so. For 2015, the maximum amount you … Continued


posted in: Budgeting, Personal Finance | 0

It’s never too late to start a New Year’s resolution.  While I am confident that you are still sticking to the ones you made a month or so ago, I think now is the perfect time to start one more—better … Continued