Keeping old tax records can save you time and effort if you are audited or need to file an amended tax return. Previous tax returns can also help you document your income when applying...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 06/24/2022
After years of saving, you've built up a solid savings fund in your tax-supported retirement accounts. However, you cannot leave this money untouched indefinitely. After reaching...
Posted by James Financial Services Inc on 06/24/2022
A financial advisor is a professional with the acumen for developing, implementing, and maintaining finances. These professionals are best in making decisions concerning money, such...
Posted by CORE PERFORMANCE on 06/10/2022
When was the last time you heard the good news about retirement? Instead, you've probably seen alarming headlines like this:Are you worried about your pension or your parent's...
Posted by James Financial Services Inc on 05/27/2022
We usually leave tax planning until it is the last minute. When you open your to-do list for that day, there it is, the item you've been ignoring for weeks. It says, "Finish...
Posted by Rosovich & Associates, Inc. on 05/27/2022
For many workers close to retirement, the desire to settle somewhere cozy and quiet, away from the hustle and bustle of their working years, is real. If the idea is to enjoy retirement,...
Posted by Income Taxes and Bookkeeping LLC on 05/10/2022
Many people say entrepreneurship is an act of freedom. Being your own boss, determining your work hours with earnings control is surreal. However, the other side of the line is usually...
Posted by Tiffany Gaskin on 05/09/2022
The Earned Income Tax Credit, or EITC, provides tax benefits to low- and middle-income workers and families. Credit range from $1,502 to $6,728 for fiscal year 2021 and $560 to $6,935...
Posted by Income Taxes and Bookkeeping LLC on 04/30/2022
Retirement is always around the corner. No matter how far away we think it is, it soon sneaks upon us. You can never be too prepared for your retirement which is where your 401(K)...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 04/26/2022
