by Michele Cagan | May 26, 2026 | Protect Your Financial Future, Saving and Investing, You Need to Know This
Everyone refers to 529 plans as college savings plans for kids. And that’s how they started out. But these tax-advantaged plans have evolved into so much more. You can benefit from your own 529 plan. Whether or not you’re in school right now. Even if you don’t have...
by Michele Cagan | May 19, 2026 | Making Ends Meet, Personal Finance, Protect Your Financial Future, You Need to Know This
I can’t sugar coat it. We are living through a disastrous affordability crisis. And it will probably get worse. Prices are soaring while wages remain stagnant. The costs of just about everything has risen to painful levels. And nearly half of all Americans can’t...
by Michele Cagan | Oct 16, 2025 | Get Help When You Need It, Owning Your Own Business, Protect Your Financial Future, You Need to Know This
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...
by Michele Cagan | Jul 24, 2025 | Do Your Own Taxes, Get Help When You Need It, Protect Your Financial Future, You Need to Know This
As a CPA, I help a lot of people with their taxes. A lot of times, they’re pretty unhappy with their tax situations. Truthfully, most of us only think about taxes at tax time. But by then, it’s too late to do any planning. It’s too late to minimize your tax bill....
by Michele Cagan | Jul 17, 2025 | Get Help When You Need It, Making Ends Meet, Personal Finance, Protect Your Financial Future, Retirement Planning, You Need to Know This
When you’re dealing with financial struggles, you might need to tap into all of your resources. It can feel really uncomfortable to drain your emergency savings, max out your credit cards, and… finally… start pulling money out of your retirement accounts. That’s the...
by Michele Cagan | Jul 11, 2025 | Do Your Own Taxes, Get Help When You Need It, Making Ends Meet, Personal Finance, Protect Your Financial Future, You Need to Know This
I would never (as a CPA) recommend that you stop paying taxes as a form of protest. Federal income taxes are the U.S. government’s largest source of revenue. So far in 2025, income taxes brought in $1.82 trillion. That’s 52% of total federal revenues! In...
