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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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E-News

Making Finances Simple. Changing Lives.

12/9/2020

New Home Loan Limits and The Benefits For You!

Each year, home loan limits are assessed as they relate to average home prices. Appreciation in home values can lead to an increase in loan limits. See below for how this impacts you…

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11/18/2020

Taxes & Working From Home

​Because of COVID, more and more people are working from home these days. Below is a breakdown of the tax implications of work-related expenses…..

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10/9/2020

Year-End Tax Planning

​Toward the close of each year, we like to provide ideas for year-end moves, as well as items that may be best delayed into the next year. This year is different than any other we’ve seen in a long time! See below to learn why…..

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9/16/2020

Presidential Candidate Tax Policies

​With the election season upon us, we figure we’d give you a brief layout of what the individual candidates have said will be their tax policy. There’s no personal opinion here…so please refrain from responding with political fireworks!

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8/31/2020

COVID Retirement Withdrawal Relief

Yes, another news flash related to the coronavirus! The IRS has implemented several measures in response to the COVID pandemic. One major one is the provision that allows for temporary changes to retirement plan withdrawal and loan rules.

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8/13/2020

IRS Sending Out Interest Money

​We’ve received several messages from clients this week about mysterious money hitting their bank account from the IRS. What is going on?

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7/30/2020

Home Values and COVID

What is going on with home values?! Many areas in the United States are experiencing significant run-ups in home values…..

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7/9/2020

Tax Deduction for Home Improvements

​Unfortunately, renovations made to your primary home are not usually deductible for tax purposes. However, you can still benefit tax-wise from renovations in certain instances. See below for some examples:

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6/18/2020

Mortgage Forbearance

​One of the government implementations with COVID is to allow mortgage forbearance for borrowers who are directly affected by the virus. But before you jump for relief, it pays to know the details…..

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5/12/2020

Last Chance for Direct Deposit of Economic Stimulus Payment

​The IRS has set Wednesday, May 13 as the deadline for entering direct deposit info into the “Get My Payment” link on the IRS site.

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4/28/2020

IRS Has Upgraded Coronavirus Stimulus Payment Link

​The IRS Get My Payment site for stimulus payment functions has been upgraded as of yesterday, in order to improve functionality.

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4/20/2020

Stimulus Payment Update

​The stimulus payments (Economic Impact Payments) are a very popular topic of conversation these days!

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3/31/2020

Tax Filing Adjustments, Coronavirus Stimulus, and More

A lot has changed with our world in just a few weeks.

We wanted to provide you the following updates as it relates to your taxes and the government stimulus package that was just signed last Friday.

How We’re Doing Our Part...
We’re well setup to handle your full tax needs remotely; no physical meetings required. And we’re also still available to take drop-offs at our office. Feel free to contact us with any questions about how we’re handling tax returns seamlessly in the midst of this crisis.

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3/19/2020

Tax Changes Related to Coronavirus

​We’re sending this update to provide information regarding the current state of tax return requirements during these uncertain times. Of course things are changing rapidly in our world, so this info is subject to change.

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2/27/2020

Insurance Evaluation Guide

The New Year is a great time to re-evaluate all of your insurance coverages.....

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2/20/2020

Social Security & Medicare Taxes Explained

​FICA (Federal Insurance Contributions Act) is the federal law that imposes Social Security & Medicare taxes on earned income. These are the added line items most employees see on their paychecks. Below is a breakdown of how these taxes work and how they impact you…..

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2/13/2020

Key Financial Data For The 2020 Tax Year

We want to make sure you're aware of the changes in key financial data for the 2020 tax year.
Below you'll find a short-version form of tax update changes from 2019 to 2020...as well as a more expansive, full-version of key financial data for the 2020 tax year. 

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12/19/2019

Avoiding Taxes on Home Sales

​With the value increases over the past several years, you may be facing possible tax implications if you sell your home. But there are ways to reduce, and even eliminate the tax hit on your home sale…..

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12/12/2019

Electric Vehicle Credits

For several years now, the government has been incentivizing the purchase of energy efficient and “clean” items. From solar on your home, to electric vehicles, you can reduce your tax liability with the purchase of these items. ​

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12/5/2019

Home Loan Limits Have Increased Again!

Every year, Fannie Mae & Freddie Mac assess existing loan limits on conventional loans, to see if an increase is warranted due to rising home values. This can be a huge benefit for those who are acquiring home loans near these limits. See below for specifics and how this could impact you.....

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11/28/2019

Year-End Tax Moves To Consider

2019 has sure flown by! We're on the cusp of another tax season, so we wanted to be sure to get you some planning moves before this year comes to a close.....

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11/21/2019

3 Ways You Can Lower Taxes on RMD's

​​At age 70 ½, the IRS requires folks to begin distributing funds from tax-sheltered retirement funds. This plan forces many retirees to take RMD’s (Required Minimum Distributions) that result in a bump-up of taxable income, whether they need the funds or not. We have a possible solution.....

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11/14/2019

Should You Incorporate?

​At some point, most business owners come across the decision of whether they should incorporate or stay as a sole proprietor. Rental property owners also encounter this same question. Here are some things to consider…..

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11/7/2019

Stay-At-Home-Parent Decision

Can you afford to keep one parent home? We all know that having kids is not a decision you make because you want to improve your finances! By no means do kids add to your "bottom line" financially. In this article we give you several financial and non-financial considerations to ponder when making this major life choice.....

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10/31/2019

Investment Priorities

There are many strategies for retirement and investment planning. Below is a simple "hitlist" to consider when you're prioritizing which investments you'll go after first...you'll love the trick in #2!

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