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When it comes to day-to-day life, we usually like to think of age and birthdays as “just a number.” But when it comes to our tax returns, those numbers can actually make a big difference! It’s important to understand ...

Welcoming a new baby into the family is always a cause for celebration. What new parents may not realize, though, is that the new addition also comes with some practical tax benefits—and also a few tax complications. But when ...

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 ...