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Knowing how to keep a close eye on your budget is a valuable lesson for anyone to learn. Whether you’re a small business owner, caring for a big family, or just starting your career—it’s important to know the ins ...

There are a variety of reasons why you may have changed your name in the past year. Whether you celebrated a marriage, finalized a divorce, or decided to change your name for any other reason, there are a few ...

Even if you love the work you’re doing, there’s no denying the fact that retirement is a major milestone and cause for celebration. It can open a lot of new doors because you’ll have more time to do the ...

You don’t want to get tripped up by the tax code. Unfortunately, it’s all too easy to overlook some of the more subtle details. If you aren’t careful, you could make some big mistakes on your tax return. Then ...

As the official age for full retirement moves closer to 67 over the next few years, many taxpayers wonder what steps they should be taking in order to maximize their Social Security benefits. Do you start taking those retirement ...

When you finish out the year with a little strategic tax planning, you’ll be in a great position for January. Most taxpayers are able to utilize a few key tips to ethically save the most money possible. Consider these ...

We hope for the best, but need to plan for the worst. Whether you’re feeling well and healthy now or have a few ongoing concerns, knowing how to navigate your medical expenses correctly can help you keep as much ...

Whether you’re gearing up for retirement in the next few months or you’re making plans to retire sometime next year, there are a handful of common missteps that new retirees tend to make when it comes to their taxes ...

Making mistakes is a part of life. But they shouldn’t be part of your tax return! Even the smallest oversight can turn into a big problem down the road. Understanding the tax rules and proper communication with your tax ...