by Michele Cagan | Apr 1, 2020 | Do Your Own Taxes, News, You Need to Know This
You have questions about the government stimulus checks. Here are the answers you can trust. Who gets a payment? Every adult with a Social Security number who earns no more than the income caps (those in a second) will get an automatic $1,200 payment from the IRS. The...
by Michele Cagan | Mar 9, 2020 | News, Personal Finance, Retirement Planning, Saving and Investing, You Need to Know This
The stock market is suffering, and I know you’re scared. It’s terrifying to think that half of your money disappeared overnight. But here’s what you need to remember: It didn’t. Until you actually sell the investments in your retirement accounts, you have not...
by Michele Cagan | Feb 27, 2020 | Personal Finance, Retirement Planning, You Need to Know This
If you’ve been having a hard time saving enough money for retirement, the SECURE Act could help turn that around. At the very end of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) became law. The main focus: making it easier for...
by Michele Cagan | Jan 7, 2020 | Personal Finance, Saving and Investing, You Need to Know This
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...
by Michele Cagan | Dec 3, 2019 | Personal Finance, You Need to Know This
My Money Mistake: Not Buying Pet Insurance Full disclosure: I live in a zoo. My home is full of dogs and cats, and I love them all. What I don’t love is the vet bills, and we have a LOT of them. I’ve always ignored pet insurance – I’m not sure why – but now I see that...
by Michele Cagan | Mar 5, 2019 | Do Your Own Taxes, Owning Your Own Business, Single Mom CPA, You Need to Know This
Got tax questions? I have the answers. All of those confusing changes in the TCJA (Tax Cut and Jobs Act) have led to some unexpected outcomes – like teeny, tiny refunds or surprise tax bills. Plus, the forms that were supposed to be “postcard-simple” are confusing...
