2016 proposed budget implications for young savers

AJ & KJ: Last week the President submitted his proposed budget changes and the implications for retirement accounts. Were the proposed changes to be approved, there are hefty implications for young savers and we’re covering a few that are especially … Continue reading

Too much or not enough withholding, how to know

KJ: So with as complex as the tax code is – kind of like being asked to do differential equations while performing brain surgery on top of a tight rope stretching across the grand canyon – one of the things … Continue reading

Tax preparation tips to make now

KJ: Now that we’re a little past the halfway point in the year and approaching the final stretch of the year, we thought this article we read is a good summary of ten midyear tax moves to make now. With … Continue reading

Tax preparation tips

KJ: It’s tax time, and what’s more fun than doing your taxes? Pulling teeth or giving a cat a bath have got to be top contenders with filing your taxes for the most entertaining thing to do on a weekend. … Continue reading

Fiscal cliff and increasing taxes

KJ: With all the talk of the “Fiscal Cliff” lately and what that might mean for taxes, I felt compelled to get this post out to our readers after the decisions have now been signed off by President Obama. Regardless … Continue reading