Portfolio

  • Jul012020
    portfolio

    Three Options for Excess 529 Plan Funds

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    Saving for college with a 529 plan is catching on. Savingforcollege.com’s 2016 Annual College Savings Survey found that among families who…

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  • Jul012020
    face mask and money
    portfolio

    Young Adults Take “Risky” Actions to Save on Health Care Costs

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    Much of the news about how to save on health care costs focuses on the assets required to cover health…

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  • Jun242020
    portfolio

    How to Calculate Profit Margin and Markup

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    Small business owners often confuse profit margin and markup. Both of these metrics help a business set prices and measure…

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  • Jun242020
    portfolio

    How to Find the Best CPA or Tax Accountant Near You

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    If you recoil at the thought of preparing your own tax return and wonder how you can find a good…

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  • Jun242020
    portfolio

    When are Quarterly Taxes Due?

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    Tax Day may be the big IRS deadline for most taxpayers, but it’s far from the only tax deadline you…

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  • Jun212020
    portfolio

    How to Get Your Finances in Order Before Year End

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    There are only a couple of weeks left in 2019. For many people, those weeks are already jam-packed with holidays,…

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  • Jun212020
    portfolio

    4 Reasons the IRS Can Seize Your Income Tax Refund Money for Debt

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    If you recently filed your tax return and were expecting a nice, fat refund check, you might be shocked to check…

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  • Jun212020
    portfolio

    Year-End Tax Planning Strategies for Small Business Owners

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    Each year, small business owners overpay their taxes because they miss out on certain deductions and tax-planning strategies that can…

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  • Jun212020
    portfolio

    What are IRA, 401(k) and 403(b) Early Withdrawal Penalties?

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    Early withdrawal penalties can be a major drain on your individual retirement account (IRA), 401(k) or other tax-advantaged retirement funds.…

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  • Jun212020
    portfolio

    Tax Filing Mistakes to Avoid in 2020

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    When you filed your taxes in 2019, you may have found that your return was easier to prepare, thanks to…

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