Of all the changes made to the tax code this year, the one causing the most panic is probably the decrease in the mortgage interest deduction. It’s a worry that hits millennials particularly hard,
Debt + Taxes
What to Know About the New Tax Bill
As the saying goes, only two things are certain in life: death, and taxes. However, one of them may be getting a little simpler. The new tax bill attempts to get rid of a lot of exemptions,
How to Hack Your W-4 Form and Win at Tax Time
Your first day of work can be nerve-wracking. You have to find the coffee machine, figure out where you’re sitting at lunch, and fill out a bunch of forms. Stressful, we know. B
Make The Most Of Your Tax Refund
When helping clients decide how to best use their tax refunds, it doesn’t have to be a decision of this or that – usually it can almost always be both. We advocate you think of the R
Tax-Time Tips, You’re Welcome
It happens every year…we have to do our taxes. Even for those of us in the financial services industry, tax time is a real pain. It’s tedious, time-consuming and in some manner o
2 Pronged Tax Benefits
You MAY still be able to get some money back on your taxes! We are always looking for ways to keep our money out of the hands of Uncle Sam. So don’t procrastinate any longer and put some mone
Tax Tips: Credits and Deductions
It’s tax time. And just like with any other successful endeavor in life, a strategy helps! We didn’t say it makes it fun. There’s really no way to make taxes fun. So get over it and jus
How to Properly Pay Down Debt
Whether it’s student debt, credit card debt, mortgage debt, etc., everyone asks how best to pay it off. GOOD DEBT, BAD DEBT So there are a couple things to think about. Some people talk abou