Your Summer Financial Checklist
Before summer spending melts your budget, use this financial checklist to keep more cash in your pocket and make every dollar work harder during vacation season
One Homeowners' Policy, Two Very Different Types of Coverage
Homeowners insurance policies have many distinct components of coverage. Two of the biggest are the structure of the home and the belongings inside of it.
Here’s a closer look at how these two types of coverage work and how understanding the difference can help you make better-informed coverage decisions.
An IRS Notice. Get Help!
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons to seek professional help as soon as you receive a letter from the IRS:
Time for a Tax Planning Review
With all the complexity in the tax code today, it is easy to put off taking a look at your situation. On the other hand, time is on your side to implement some great tax savings ideas.Here are several strategies to consider during a midyear tax review:
The Unexpected Comeback of Slow, Hands-On Hobbies
Life feels faster than ever, with pressure to do everything quickly and stay busy all the time. But a quiet shift is happening. More people are picking up hobbies that slow things down, choosing to take their time as a way to step away from screens. Here’s a look at why more people are drawn to hobbies and what this shift could mean for your own time and attention.
Five Small Business Insurance Review Tips
Changes in your business equipment, real estate holdings, the amount of inventory, and the number of employees are all good reasons to review your business's insurance in addition to your annual review. Here are a few tips to keep in mind:
Higher Student Loan Payments on the Near Horizon
The Department of Education recently announced that student loan borrowers who were awaiting loan forgiveness decisions will soon need to select a new repayment plan due to final determinations by the Supreme Court.
Time to Create Your 2026 Tax Plan
Income sources are key
Tax planning combines how much you think you will make, with the source (or how you make it), generating a tax effective result. This could make two clients with the exact same taxable income have entirely different looking tax bills. That's the hard news. The good news – now is the perfect time to review your situation. Here's a simple, but effective approach:
The Tech Myths We Keep Falling For
Technology often arrives wrapped in promises – faster, smarter, simpler. But many of the beliefs we carry about it aren’t truths at all. They’re myths about how technology actually works and what it can really do. Here are a few of the myths we keep falling for, and some ideas on how you can see past them.
Spring Cleaning That Pays You Back All Year
Spring cleaning isn’t really about dust or closets. It’s about deciding what earns space in your life. Your money deserves the same treatment. Instead of rushing through financial tasks you may only do once per year, such as reviewing your credit report or insurance policies, treat them as a deliberate spring financial checkup.
Done thoughtfully, this annual reset can pay dividends all year by helping you cut unnecessary costs, uncover hidden money, and put smarter systems in place that keep working long after the cleaning is finished. Here are some ideas to get you started.
7 Interesting Financial Facts
Money touches nearly every part of our lives, yet many people are surprised by how common certain financial behaviors actually are. Here are 7 interesting financial facts that highlight real trends in personal finance, along with practical tips to help you make smarter decisions.
Annual Tax Quiz -American History Edition
This year marks 250 years of American independence, which also means two-and-a-half centuries of spirited debate over taxes. From the nation’s earliest days, revenue has been raised in inventive, controversial, and occasionally head-scratching ways, often followed closely by creative attempts to avoid it. To mark this anniversary, our annual tax quiz explores the lesser-known, stranger corners of U.S. tax history.
The Great Two-Factor Authentication Evasion
Cybercriminals are sidestepping two-factor authentication. Here's how you can stay ahead.
Every day, cybercriminals try to access bank accounts, take over email inboxes, and harvest personal information using passwords purchased in bulk from underground marketplaces. Using two Factor Authentication (2FA), also known as multi-factor authentication, is a way to help block these break-ins by requiring a second form of verification. As you might expect, attackers are adapting and learning how to work around it
Retirement Tips for Every Age
Saving for retirement is not a one size fits all journey, as each stage of life comes with different priorities, pressures, and opportunities. No matter where you are in your journey, here are savings tips from established financial publications and organizations to consider for every age
Understanding Tax Credits vs. Deductions
Tax credits are some of the most valuable tools around to help cut your tax bill. But figuring out how to use these credits on your tax return can get complicated very quickly. Here's what you need to know.
Your Tax Planning Cycle Starts Now
Filing your 2025 tax return may feel like crossing a finish line. In reality, this moment is the starting point for smart tax planning during 2026. Here are several ideas to kick start your own tax planning cycle
Protecting Your Kids Online
With so many streaming platforms, social media outlets, and new gaming options popping up every day, it’s nearly impossible to fully protect your kids from what they can encounter online. To help, the Federal Trade Commission has several suggestions for protecting your kids online:
The Hidden Costs All Around Us - and How to Stop Paying Them
It's tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity income has become overwhelming. In an effort to give you ideas and tips to cut costs, here are some common areas that are ripe for saving money.
Easy-to-Miss Income Sources That Can Cause Tax Headaches Later
The IRS is getting pretty good at comparing your income reports against what you claim on your tax return. The result is a notice in the mail called a correspondence audit. If you get one, it unfortunately takes a long time to straighten it out. In an effort to help you avoid this hassle, here are several easy-to-miss income sources and some ideas to help capture this IRS reported income when filing your tax return.
Your Ultimate Tax Filing Checklist
A smooth tax filing experience starts before your return is prepared. When your information is organized and easy to follow, everything moves faster and feels far less stressful. This checklist gives you a simple, practical way to gather all your tax information.