College decision time is now for many high school seniors. Here is a helpful article on withdrawing funds from 529 college savings plans.

When it comes to tax season, maximizing your deductions is key to minimizing your overall tax liability. Here are some tips to help you make the most of your deductions and potentially increase your tax refund:

The IRS has drastically changed the filing requirements for Form 1099s starting January 2024. The IRS originally required the forms to be electronically filed if filing over 250 information returns. Starting in January, the filing requirement will be 10 returns. This number would combine Forms W-2 and 1099s.

We’re in some challenging times. Economies are shifting. Businesses are reconfiguring. And deep uncertainty dominates many peoples’ mindsets. But smart leaders get that crisis breeds opportunity. And so they train their brains to focus on nothing else. Here are 5 of the NBO’s (Nice Big Opportunities) I’ve been sharing with my clients.

In today’s inflationary times and a down stock market, people are looking for side jobs as another source of income. But avoid some of the nasty surprises by planning ahead for additional income taxes, a possible increase in your Medicare premiums, or a reduction in your Social Security benefits.

Am I missing out on investments in crypto and NFTs? To answer that question, I decided to do a deep dive into these types of investments. My deep dive was in vain. I simply do not understand the mechanics behind them or just what gives them value.