by Michele Cagan | Dec 28, 2020 | Do Your Own Taxes, You Need to Know This
How to handle tax notices from the IRS You just got a letter from the IRS. Your first reaction may involve panic… and that can lead to not dealing with the letter at all. Avoiding that IRS notice could end up costing you a lot of money. So take a breath, grab the...
by Michele Cagan | Dec 11, 2020 | Personal Finance, You Need to Know This
If you’re thinking about buying a house, you’re probably looking at mortgage rates. And that’s helpful… but it’s only one tiny piece of your home/mortgage puzzle. The most important number here is the right amount to borrow. Lenders want you to borrow as much as...
by Michele Cagan | Nov 27, 2020 | Owning Your Own Business, Single Mom CPA, You Need to Know This
If you’re ready to apply for PPP (Paycheck Protection Program) loan forgiveness, WAIT. As it stands right now, getting forgiveness for your loan could end up costing you more money in taxes. And unlike the super low-interest loan that can be paid back over time, the...
by Michele Cagan | Oct 12, 2020 | Retirement Planning, You Need to Know This
Please Note: This article contains affiliate links. If you click on those links, I may receive compensation. If you’re a senior who’s feeling financially insecure, you may be considering a reverse mortgage. But please don’t. Reverse mortgages sound like...
by Michele Cagan | Oct 7, 2020 | Building a Nest, Do Your Own Taxes, Personal Finance, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA, Uncategorized, You Need to Know This
You need to do this today. Single moms – women in general, actually – are waaayyyyyy behind when it comes to retirement savings. We all have plenty of reasons for this… but when we’re 80 and out of money, those reasons won’t matter at all. So today we are going to...
by Michele Cagan | Sep 1, 2020 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA, You Need to Know This
What you don’t know about target-date funds can hurt you Note: This article contains affiliate links. I may receive compensation if you click on them. Thank you for your support. When your to-do list is already a mile too long, it’s tempting to go the easiest ways to...
