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Before December 31 arrives, there is still time to take advantage of a few tax saving strategies! Check out 5 tax tips below.

Categories: Insurance, Planning, Taxes

If you’re an employer looking for a manageable way to offer your employees health care benefits while keeping costs under control, you may want to consider health savings accounts. 

Categories: Business, Finances, Taxes

As a small business owner, the idea of tax planning may seem overwhelming and can sometimes even get ignored. But if you’re able to put into practice some good tax planning habits and even meet with a tax advisor quarterly, you’ll find that you can take advantage of provisions, credits, and deductions that may considerably reduce your taxes. Below are just a few items to think about as we near the close of 2015.

Categories: Money Matters, Planning, Taxes

Unless you have filed an extension, everyone’s personal tax returns were due April 15th.  So this makes now a great time to assess your tax situation so you can make adjustments to improve your tax situation for 2015.  We really should never just have tax planning on auto pilot.  Financial circumstances are always changing and most often, these changes have an impact in our tax situation.

Categories: Financial, Money Matters, Taxes

2014 is almost over, yet there is still plenty of time to take a few financial actions that could have a big impact on your 2014 financial condition.  There are a handful of smart decisions to consider making before the end of the year.

Categories: Taxes

There are many ways people try to alleviate the costs associated with higher education. But did you know you could potentially save money by deducting student loan interest?

Categories: Finances, Taxes

​Do you already have plans to spend your tax rebate before you even get it? Planning on buying a new TV, cell phone, or computer? Stop and think for a minute about your financial situation before you start your shopping spree. Here are a few tips to help you be smart with your tax rebate.

Categories: Money Matters, Saving, Taxes

For millions of Americans, they have or will soon receive a tax refund check this year.  This year’s average refund check has been nearly $2,900 per return.  There are several prudent choices for your tax refund and even a few fun ways to spend it if you just have to spend the refund.

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