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Learn MoreReducing the amount of interest you pay over the life of a mortgage can yield huge savings! This month's newsletter provides an illustration of just how much you can save, even with as little as $10 a month.Also in this edition, find out how cancelled debt may leave you holding a bigger tax bill, why banks won’t always come to the rescue if you get scammed, and how to protect your valuables before thieves decide to pay your home or apartment a visit.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. Read more
Scammers are always scheming up new ways to steal your money. At the same time, the altruistic IRS is trying to protect you by staying one step ahead of the fraudsters. In this month’s newsletter, read about the latest scams flagged by the IRS that you should be on the lookout for this summer.Also in this edition, find out how to avoid the back-to-school shopping trap, tips to increase the worth of your most valuable asset, and a list of buzzwords that can help expand your professional vocabulary.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. Read more
Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. Read more
No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more
Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more