Financial Blog
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...
5 Tax Moves to Make Before 2025 Ends
Want to lower your 2025 tax bill? This is the perfect time to make that happen. If you wait til next year, it’ll be too late to make these 5 tax-saving moves. Tax Move #1: Max Out Retirement Accounts Put as much money into traditional retirement accounts as you...
HSA: The Best Retirement Account You’re Not Using
And How to Open One Today Don’t be fooled by the name Health Savings Account (HSA)… HSAs are really retirement accounts in disguise. And if you’re eligible for an HSA, you definitely want one, because they combine all the best features of other retirement plans… and...
Reduce Taxable Income by $7,875 in 5 Seconds When You Meet Head of Household Requirements
Using the right filing status can make a huge difference in your taxable income and your total tax bill. One of the most underused, legitimate filing status options is called Head of Household. And using this status instead of filing as single can lower your taxable...
8 Reasons You Want a Human to Do Your Bookkeeping
Everywhere you look, AI is taking over day-to-day tasks, allegedly freeing up time for more important work. And while a lot of people use AI every day, it’s not always the better choice. In fact, it doesn’t even always save time. There are thousands of reports and...