Financial Blog

Two Education Tax Credits Put Big Money Back in Your Pocket
UPDATED FOR 2021 Paying for college is crazy expensive - even when it's mostly online. And if you’re footing the bill for more than one education, your finances are probably stretched pretty thin. Two tax credits can help put more money back in your pocket: The...

Help! I Got IRS Notice CP-2000
How to handle tax notices from the IRS You just got a letter from the IRS. Your first reaction may involve panic… and that can lead to not dealing with the letter at all. Avoiding that IRS notice could end up costing you a lot of money. So take a breath, grab the...

How to Right-Size Your Mortgage
If you’re thinking about buying a house, you’re probably looking at mortgage rates. And that’s helpful… but it’s only one tiny piece of your home/mortgage puzzle. The most important number here is the right amount to borrow. Lenders want you to borrow as much as...

Don’t Apply for PPP Loan Forgiveness…YET
Don’t Apply for PPP Loan Forgiveness…YET
If you’re ready to apply for PPP (Paycheck Protection Program) loan forgiveness, WAIT.
As it stands right now, getting forgiveness for your loan could end up costing you more money in taxes. And unlike the super low-interest loan that can be paid back over time, the tax bill will be due in one big lump sum.

5 Important Reasons to Catch Up Your Bookkeeping
You’re crazy busy. Running a business, pursuing your passion, focused on growing your company… and at the same time taking care of your home and family.
You mean to deal with all the bookkeeping stuff, but it just keeps getting shoved to the bottom of your enormous to-do list.