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Finances
Dave Says: Is it an emergency?
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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The RMD Holiday
The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups…
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Your taxes: Tax Day is now July 15, 2020
Because of the COVID-19 pandemic, you will now have more time to file and pay your state and federal taxes.…
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Finances
Dave Says: Great start, but follow the steps
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Ways to avoid the new tax increase on retirement accounts
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement…
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Finances
Dave Says: Landlords and duplexes
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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50+ Lifestyles
The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out…
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Finances
Don’t be victim to ‘ghost’ tax return preparers
With the start of the 2020 tax filing season near, the Internal Revenue Service is reminding taxpayers to avoid unethical…
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Finances
Dave Says: Teaching the value of work…and money
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Get ready for taxes: Important things to know about refunds
As tax filing season approaches, the Internal Revenue Service cautions taxpayers not to rely on receiving their refunds by…
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