Financial Blog
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
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
[pdf-embedder url="http://michelecagancpa.com/wp-content/uploads/2018/02/Tax-Prep-Checklist.pdf" title="Tax Prep Checklist"] Click here to download the PDF for printing or full screen viewing.
6 things to look for when choosing an ETF
You’re ready to start investing, and ETFs (exchange-traded funds) can quickly help you build a solid, diversified portfolio. The trick is choosing the best funds for you out of the thousands of ETFs on the market… and it’s easier than you think. Most ETFs follow...
6 Things to Look for When You’re Choosing a Mutual Fund
You’re ready to invest in mutual funds – but with thousands of funds to choose from, the options can feel overwhelming. The 6 steps below will help you quickly pinpoint the best funds for you, so you can get started right away. Once you’ve figured out the types of...
