Author: Jenna Reed

Getting Ready for This Year’s Taxes

As we approach another tax season, many people focus solely on their upcoming return — but this year, it’s just as important to look ahead. Several tax law changes are set to roll out in 2026, and preparing now can ...

Understanding the New Trump Savings Account

You may have heard of a new savings initiative that aims to strengthen the financial future of the next generation. The Trump Savings Account, set to launch in 2026, gives families a new way to help children build long-term wealth ...

Dirty Dozen! 12 Tax Scams to watch out for in 2026

Every tax season brings a fresh wave of scams designed to separate you from your refund, your identity, or both. Fraudsters have gotten savvier — posing as the IRS, spoofing tax software login pages, even setting up fake tax prep ...

How do Donor-Advised Funds Apply to You

By contributing to a Donor-Advised Fund, donors can claim an immediate tax deduction, invest their charitable dollars for potential growth, and distribute funds to nonprofits at their own pace. As DAFs continue to grow in popularity, understanding how they work—and ...

5 Financial Terms to Know

Money can affect you almost every day. Whether you are starting a company, planning for a family, or working to improve your savings, the following five financial terms will help you master how to better handle your money. 1. Net ...

Start the Clock – Reminders before January 2026!

The calendar is about to flip on 2025, and with it goes your window for some valuable tax moves. From opening a Roth IRA or 529 plan to squeezing in energy-efficient home upgrades before the credit expires, a handful of ...

Audits Still Happen—Be Ready Just in Case

Most people will never face a tax audit, but that doesn’t mean it can’t happen. The IRS audits a small percentage of returns every year. This is often based on red flags like mismatched records or unusually high deductions. Even ...

Understanding Installment Sales for Selling Property

Selling a high-value asset like real estate can come with a similarly high tax bill. Fortunately, there’s a strategy that can help ease that burden: the installment sale. When structured correctly, an installment sale lets you spread out income and ...

Should You Pay Your Tax Bill with a Credit Card?

When tax season rolls around and you’re short on cash, it can be tempting to pull out the credit card to pay your balance. The same goes for whether you’re looking at this year’s bill or planning ahead with your ...