Blog

Author: Deb Hanson

5 Tips to Get You Ready for Tax Season

The holidays are upon us and that means it’s time to get your end-of-year ducks in a row for some smooth sailing through the upcoming tax season. Here are five tips to help you get organized so that your 2016 tax filing is as easy as floating down the lazy river: Small biz owners: Gather […]

Catastrophic Health Plans: 10 Things to Know

Catastrophic plans: Are they a good fit for you? At this time of year, you might be considering renewing your health insurance through the federal healthcare marketplace if you don’t have employer-sponsored coverage. Nearly 46% of non-elderly American workers do not have access to health insurance through their jobs. The purpose of the Affordable Care Act […]

6 Cool Ways to Participate in #GivingTuesday

Last year we told you all about #GivingTuesday and why we think it is a great day to give to charity. But did you know that giving to charity on #GivingTuesday doesn’t have to be all about money? Sure, cash is a sure-fire way to help a nonprofit, but you can also give your time, […]

Debunking Myths About Financial Gifts

Financial gifts are gifts of money to family, friends, or charity. With the giving season approaching, let’s debunk a few common myths about gifting money. Most taxpayers don’t ever need to worry about gift taxes because most financial gifts (including money) are not subject to a gift tax. However, sometimes questions do pop up about […]

Your Small Business Website: DIY or Not?

It’s hard to believe that in 2016 almost half of all small businesses in the U.S. do not have websites for their companies, especially when 70-80% of customers do online research before making a purchase or choosing a service. Does your small business have a website? If not, it’s time for you to consider creating […]

Teaching Your College Kid Good Spending Habits

The suitcases are packed, the dorm room decorations bought, and now it’s time to send your adult kid off to college. It’s both exciting and scary. Exciting to see the young adult your child has grown into, scary to know she is going to be living on her own without you by her side anymore. […]

9 Tips for Saving on Back-to-School Supplies and Shopping

The weather is warm and the days are long, but soon those back-to-school supply lists will come knocking on your wallet. Whether you’re buying school supplies and clothes for one child or many, it can be a big hit to the family budget. Families of K-12 students spent an average of $630 on back-to-school supplies, […]

An IRA Showdown: Traditional v. Roth

So, you want to start saving more for your retirement, but you’re not sure what type of IRA to start – traditional or Roth. Here’s the skinny on how they are alike and how they are different so you can decide which is right for you. IRA stands for Individual Retirement Account. That means only […]