Financial Blog

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5 Everyday Financial Terms You Need to Know

5 Everyday Financial Terms You Need to Know

Finances are a huge part of everyone’s lives. They figure into almost everything we do. And we’re all supposed to understand how every piece of the financial puzzle works.  But there are so many terms that get thrown around in the financial world - and a lot of...

Running Late? File an Income Tax Extension

Running Late? File an Income Tax Extension

This blog post was originally published on March 28th, 2017. It has recently been updated to give the latest information on how to file for a tax extension, including relevant links. The due date for your income tax return is coming up…fast. It’s less than a week...

What’s MAGI and Why Does It Matter?

What’s MAGI and Why Does It Matter?

This post was originally published March 26th, 2018. It has recently been updated to give you more recent information on MAGI and how it can affect your taxes. There's an important tax calculation that will never show up on any of your tax forms, but it can make the...

9 Tax Changes for 2025 You Need to Know

9 Tax Changes for 2025 You Need to Know

We got a new tax law (2025 Reconciliation Legislation) this year, and many of its rules will affect your 2025 taxes.  They call it the OBBBA, the One Big Beautiful Bill Act, but I don’t. It’s not beautiful for most people. In fact, many people will see their...