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Planning a New Year’s Resolution around your finances can be a great way to stay on track for all types of goals. You might be planning ahead for retirement and eager to reach certain milestones. Or maybe you’ve got a ...

Eligibility for Social Security benefits is primarily based on your work history and your age. Typically, these retirement benefits are available to individuals who have contributed to the Social Security system through payroll taxes during their working years, and ...

As a business owner, there may be times throughout the year when you want to show appreciation for your clients. Scheduling a business lunch or dinner together can be a great way to treat them and celebrate your working ...

Depending on your individual financial goals and risk tolerance, municipal bonds can be a great choice for generating tax-free interest income. You just need to know some of the pros and cons to help determine whether it’s worth pursuing. What ...

The IRS has been making it known that they’ll be increasing their review of upcoming tax returns. You don’t want to be caught on the wrong side. Doing a little due diligence can help ensure that you’ll be in the ...

If you’re thinking about conveying property to a family member or business entity that you own, then you might need to be aware of a few certain tax implications. The IRS refers to these types of transactions as “related party ...

Everyone loves prizes! But when it comes to prize taxability, you might end up sharing some of your winnings with the IRS. Understanding the implications of banking a big win can help you prepare when tax season comes.

In the eyes of the IRS, your annual income has two different categories: earned income and unearned income. This is important because your money will be taxed at different rates depending on where it’s coming from. Sound confusing? Let’s ...

Having to juggle medical bills along with everything else in your family’s spending can be pretty challenging. So when those medical expenses start piling up, you need to know how to protect your budget. Exploring your options with a ...