The 2018 tax year was challenging for taxpayers and tax preparers, alike. It brought about a whole new look to the long-standing 1040 tax return form, cutting down the forms, but adding 6 new schedules in the process. Now, the IRS is looking to make another massive change. How does this affect you?

Everybody has heard about rates falling in the past few months. In fact, rates are near 3-year lows. But are they going lower? Should you wait to refinance?

401k's have long been the most utilized retirement account, and for good reason. The tax deferral and employer match make them very attractive. But are they the best retirement source for you? We give 4 reasons below to make you think again...

It's no secret that tax reform threw many folks for a loop on last year's taxes. Withholdings schedules changed as well, adding to the confusion.....

There has never been an easier time to remove mortgage insurance from your home loan, even for those who just acquired a mortgage insurance loan in the past year. Here's how we're making it simple for you.....​

If you've been thinking about installing solar on your home, you may want to do so prior to the end of 2019, as the tax credits are changing.....

If you’re self-employed, you may find that you’re so busy working to build your businesses, that you neglect retirement planning. But not having an employer 401k doesn’t mean there aren’t options to prepare for your future in retirement…..

There are numerous motives folks have for making a change to their existing home loan. Check out the list we've compiled below to see if any apply to you.....

In a previous article, we provided info on the Backdoor IRA, which is a technique to help higher earners contribute to Roth IRA’s. In this article, we referenced a way to get around the one limitation with Backdoor IRA’s…..

Roth IRA contributions are limited in eligibility based on your filing status and corresponding income. As a result, many folks don't believe they're allowed to contribute to Roth accounts. But there's a way around this limitation.....

Below is an effective strategy for accomplishing major financial goals, and one that is easy to work into your budget.....

We frequently receive the question from married couples about whether they should file Joint or Separate on their taxes. So, what's the best filing status for you?

What next step should you take with surplus funds? This is an age old question that has been debated for years. Depending who you ask, you'll get a different answer. Our answer might surprise you.....

For many years, every home loan required an appraisal to support the value on a home. This is no longer the case! There are numerous benefits, including not needing to verify your home value for a refinance.....

With the stock market at lofty levels, many investors have portfolios with huge gains sitting inside them. This is great, until you have to pay the taxes!

For the last few years, home loan interest rate updates have mostly involved mention of rate increases. But things have changed in the past few months. Read below for further details and how this may benefit you.....

This is a topic we've written about before, but we can't help revisit it from time to time, as it's such a game-changer for many folks!

The nature of the settlement determines the taxability of the money received. See below for a breakdown.....

​We’re often asked about the best place to put emergency or reserve savings money. While brick & mortar banks provide a certain level of convenience and access, the earned interest rate is often lower than online savings accounts. We thought we’d give you a snapshot review of different options.

We’re just over one month into the tax return filing season for the 2018 tax year, and many taxpayers are surprised to learn about the new restrictions on deducting home mortgage interest for home equity loans and lines of credit.

​There comes a time when your dependent kids begin working, either while they’re still at home or off to college. We have a nice trick to help you avoid having to file a tax return for most of them.

We want to make sure you're aware of the changes in key financial data for the 2019 tax year.

Happy New Year...we hope your 2019 is off to a great start! Below you'll find important info to assist you in prepping for your 2018 tax year filing...

While the holiday season is wonderful, it can also be a time of financial overindulgence. Below is a list of quick tips to help you budget holiday spending and avoid financial stress later.....

It's that time of year when annual loan limit changes come out. Once again, Fannie Mae has increased loan limits for regular conventional and high-balance conventional loans. This can greatly benefit those acquiring financing near these limits.....