As we head into the second half of the year, it’s the perfect time for a mid-year tax check-in. Whether you’re a business owner, self-employed, or an employee, taking stock of your tax situation now,…

Last issue, we covered business cash flow. With today’s economic uncertainty, it’s time to apply those principles to your personal finances. What is cash flow? It’s the money coming in (wages, interest, benefits) versus what’s…

Did you know billions of dollars are sitting unclaimed? In fact, 1 in 7 people have unclaimed or “abandoned” property in their name. When money issued by a government, business, or financial institution goes uncollected…

When interest rates rose due to inflation, banks and credit unions quickly increased rates on credit cards, mortgages, and loans—but were reluctant to reward loyal customers with higher interest on deposits. Review your savings account…

Start 2025 off on the right foot by setting financial goals for your family. Here are a few ideas: Declutter for cash Sell unused items and use the money to pay off debt or grow…

Scammers often use the IRS as a threat to trick you. Each year, the IRS releases a list of common scams, and knowing their traits can help you avoid becoming a victim. Here are some…

The Financial Independence Retire Early (FIRE) movement is gaining popularity in the U.S. Here’s a brief overview of how it works and whether it might be right for you. Origins of FIRE: The concept began…

Life changes can significantly impact your taxes. Whether you’re entering a new stage in life, making financial decisions, or adjusting to new circumstances, understanding how these changes affect your taxes is crucial. Here are situations…