by Michele Cagan | Dec 8, 2017 | Charitable Giving, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
From changing tax laws to the Equifax hack, 2017 has been a year of financial anxiety for so many of us. You can take control of your financial situation and set the stage for a fruitful 2018 by taking these 8 steps before December 31. Stash as much money as you can...
by Michele Cagan | Dec 1, 2017 | Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA
The stock market had a banner year – great for portfolio growth, less great for asset allocation. And that means it’s time for your annual retirement rebalance. Asset allocation is all about keeping different kinds of investments (like stocks, bonds, or real estate)...
by Michele Cagan | Nov 13, 2017 | Do Your Own Taxes, Protect Your Financial Future, Single Mom CPA
The MOST important tax tip I can give single moms for 2017 is this: File as soon as you possibly can. After this year’s enormous data breach, there’s a 50-50 chance that some criminal out there has all of your personal financial information – and he will use it to...
by Michele Cagan | Oct 30, 2017 | Making Ends Meet, Single Mom CPA, You Need to Know This
3 Important Reasons Single Moms Should NOT Use Debit Cards Just a few days ago, my sister’s debit card was stolen. Within three days, the thieves has used it in 16 stores and spent more than $4,000. And because it was a debit card, that money all came straight out of...
by Michele Cagan | Oct 23, 2017 | Personal Finance, You Need to Know This
With year-end coming up fast, it’s time to get serious about spending every penny of your FSA (flexible spending account). Using an FSA can be beneficial for your budget. You get to use pre-tax dollars – meaning money out of your paycheck that you don’t have to pay...
