Financial Blog

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How to Combat Tax Identity Theft

How to Combat Tax Identity Theft

You won’t know it’s a problem until you try to file your tax return and it comes back INVALID – but tax identity thieves may have already targeted you. Every year, they come up with new ways to steal your Social Security number and grab a tax refund in your name....

6 Things You Need to Know About This Tax Season

There’s been a lot of talk about all the changes coming next tax season – but first you’ll have to get through this year’s tax return. To help you get started, here are six things you need to know about your 2017 tax return. April 17, 2018 is the due date for your...

Quick Guide: How to Open a SEP-IRA in 4 Easy Steps

Quick Guide: How to Open a SEP-IRA in 4 Easy Steps

UPDATED FOR 2019 If you’re self-employed, have no employees, and are looking for a place to stash a lot of retirement cash without a lot of hassle, look no further than the SEP-IRA. This amped up retirement savings plan works well for freelancers and side-giggers. (If...

Tax Prep Checklist

Tax Prep Checklist

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