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 | 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...
by Michele Cagan | Aug 15, 2018 | Personal Finance, You Need to Know This
When you’re trying to stick to a budget and build your wealth, every dollar counts – especially when it comes to unnecessary expenses that chip away at your cash balance. And the number one culprit here: bank fees. Bank fees slowly and steadily eat into your money,...
by Michele Cagan | Feb 9, 2018 | Do Your Own Taxes, Single Mom CPA, You Need to Know This
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...
by Michele Cagan | Dec 10, 2017 | Personal Finance, Retirement Planning, You Need to Know This
It’s the most common financial fear: No matter how much cash you have stashed away for retirement, you’ll run out of money. You’re right to be worried. That happens too often to ignore…and it’s usually due to surprise expenses that derail the best-laid plans. Yes,...
