taxes Archives - Page 7 of 8

tax refund, taxes · January 3, 2018

What You Need to Know About your 2018 Taxes

Unless you were completely tuned out at the end of last year, you know that Congress passed a controversial bill that upends all sorts of tax laws. Controversial because the biggest benefits go to

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estate planning, taxes · November 22, 2017

PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.

If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated.

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saving, tax refund, taxes · March 1, 2017

The 3 Smartest Moves You Can EVER Make with a Tax Refund.

The average refund for federal tax returns is nearly $3,000. And I know plenty of you also end up getting some money back when you file your state tax as well. Don’t blow it! Look, I know how easy it…

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scam alert, security, taxes · January 18, 2017

Smartest 2017 Tax Move: Thwart Tax-Refund Thieves

The deadline to file your taxes is still more than three months away, but if you are in line to receive a refund, I want you to jump on getting your taxes filed ASAP.

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college, family, home buying, loans, mortgage, student loans, taxes · June 29, 2016

A Taxing Reason to Not Buy a Home

There are two potentially large tax breaks that come with buying a home. But listen to me: I never think it is a good idea to factor in the tax breaks when deciding if you are ready to buy your…

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health, health insurance, insurance, saving, tax refund, taxes · March 30, 2016

Tips to Keep Your Prescription Drug Costs Down

I am betting plenty of you have noticed the steep rise in prescription drug costs. According to the non-profit Kaiser Family Foundation, drug prices jumped more than 11% in 2014 and are estimated to have risen another 9.6% last year.…

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saving, tax refund, taxes · March 2, 2016

How to “Spend” Your Tax Refund

Spring is a dangerous time of year for your financial security. I know so many of you will be getting a tax refund; some of you may be getting money back from both Uncle Sam and your state. The danger…

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career, personal growth, saving, tax refund, tax return, taxes, travel, work · February 24, 2016

The Most Important Tax Tip: File ASAP!

I know you probably can compile a very long list of things you’d rather do than tackle your 2015 tax returns. But please listen to me: procrastination could cost you big time this year, if you anticipate you will be…

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gift giving, life insurance, scam alert, security, taxes · February 10, 2016

Best Ever Valentine’s Gift

I have the best ever Valentine’s Day gift for the love of your life. Life Insurance. Yes, I said life insurance. Before you call me unromantic (or something worse), hear me out.

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401k, loans, retirement, saving, taxes · July 15, 2015

The Biggest Retirement Planning Mistake

A recent report that studied the 401(k) savings habits of millions of workers found that one in four of you are not contributing enough to your account to qualify for your employer’s maximum match. The average annual amount of money…

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Category Archives: taxes