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Year-End Tax Planning

Thursday, 27 December 2012 09:50 by Jacki

As 2012 draws to a close, it’s important to be aware of upcoming tax changes and how to best plan for your specific situation. [More]


Tips for Tapping into Your Home's Equity

Wednesday, 24 October 2012 22:07 by Jacki

With home pricing beginning to rise slightly and homeowners paying down their debt, many find themselves with equity once again in their homes, and lenders are once again looking to help borrowers use that equity for their long term benefit. Before leveraging the equity in your home, think about these important tips: [More]


Start Planning for Next Year’s Taxes

Friday, 21 September 2012 08:29 by Jacki

It may seem strange to start thinking about next year’s taxes already, but the better prepared you are, the more money, time, and stress you can save when tax season rolls around. Here are a few items that you can start working on now. [More]

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Categories:   Tax Planning
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Save and Even Make Money with Your Home

Thursday, 16 August 2012 14:25 by Jacki

Your home may seem like a money hog: mortgage payments, utilities, and maintenance. But for those who have equity in their homes or the right property, your home may actually be able to save or even make you money. [More]


Energy Efficiency Tax Credits

Tuesday, 20 September 2011 00:06 by Jacki

If you are planning on fall home improvements, there are certain improvements that may qualify for tax credits. [More]


Tax-Wise Giving

Sunday, 24 July 2011 14:58 by Jacki

Generally speaking, Americans are a generous group. Once we meet our own financial needs, we start thinking about others who could benefit from what we’ve earned. [More]


Q&A: Retirement Planning

Monday, 18 October 2010 22:01 by Jacki

What are the biggest retirement planning mistakes people make? Retirement is decades away, so why should I think about it now? [More]


Tax Trimming Tactics

Thursday, 16 September 2010 22:23 by Jacki

Alliteration aside, there are many tax trimming tactics you can incorporate throughout the year. [More]

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Categories:   Planning | Tax Planning
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A few tax tips for year-end

Monday, 14 December 2009 08:38 by Andy

As the year is winding down, now is a good time to start tax planning strategies, both for the current year taxes but also for the upcoming tax year. If you wait until April 15th to make changes to your tax situation you will have lost over one quarter of the year. [More]

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Categories:   Tax Planning
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What are truths about the tax code?

Friday, 20 February 2009 14:56 by Andy

Our understanding of the tax code might be based on half truths, used to be truths and pure fiction. It is always important to consult a tax professional to have the best understanding of the current tax law. [More]

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Categories:   Tax Planning
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