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Category Archives: Taxes

Financial Coaching or Financial Planning?

Most consumers realize at some point in time that there are questions about money that aren’t an inherent or learned part of knowledge and skills. Unless a family member, teacher, friend, or other resource took the time and had the … Continue reading

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Posted in Family, Financial Planning, Investing, Personal Finance, Retirement, Taxes | Tagged , , , , , , , | Leave a comment

How to (Un) – Kill Your Credit Score

If you’ve ever gone online to get your credit score or visited with a lender to borrow money and found your credit score to be lower than you expected, you may have freaked out at how horrible it was. So, … Continue reading

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Top 3 Things for Your Tax Refund

It won’t be long until nearly everyone in America will participate in the annual activity of filing their taxes to determine their refund, if they owe more or will break even. Most of us know ahead of filing our state … Continue reading

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Which is better, a Traditional or Roth IRA?

Let’s start with the basics. IRA stands for Individual Retirement Account and just about anyone can open one. In order to contribute to an IRA you must have earned income. Traditional IRAs and Roth IRAs have many similarities, but there … Continue reading

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Posted in Financial Planning, Investing, Millennials, Personal Finance, Retirement, Taxes, Uncategorized | Tagged , , , , , , , , , | Leave a comment

File Jointly or Not?

For many married couples, filing a joint tax return is a good idea, but there are exceptions. In fact, over 90% of married couples file a joint federal tax return. Filing jointly can be convenient and often times there’s a … Continue reading

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Tax Planning for the Self-Employed

For some, self-employment is the American dream. An opportunity to be your own boss, to maintain a flexible work schedule, and oh yes, to establish a lifelong relationship with your accountant and other financial professionals. While there’s plenty of upside … Continue reading

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Posted in Financial Planning, Personal Finance, Retirement, Taxes | Tagged , , , , , , , | 1 Comment