Previously, we wrote abut the benefits of I-Bonds in an inflationary economic environment. So when is the best time to move your funds away from I-Bonds?

As part of the overall effort to transform IRS processes and procedures, some large changes are being made…

Despite home borrowing costs revisiting the highs seen in November 2022 and even reverting to highs seen back in 2001, housing prices continue to elevate…

​Over the past several years, it has made sense to finance your vehicle purchase since interest rates were so low, and at times rates were 0% or near zero…

There are many different aspects to your finances. All are important. Some are more important than others. So what should be your #1 priority when it comes to finances?

​At its June 14th meeting, the FED kept the federal funds rate at the current 5.0% - 5.25% levels. This pause ended the FED’s streak of 10 straight rate hikes, dating back to March 2022…

This may be one of the most important articles we’ve ever written. That’s because when it comes to retirement, your distribution strategy is every bit as important as your contribution and investment strategy…

Upon the passing of a loved one, you may be in a position to receive a death benefit on a life insurance policy. It’s important to know the possible tax implications…

Alternative Minimum Tax (AMT) is a complicated topic in the tax world. While few taxpayers are snagged by AMT these days, due to recent adjustments in the trigger amounts, it still pays for you to understand certain specifics…

Over the past few weeks, there has been a lot of noise about the home loan fee changes being implemented by Fannie Mae & Freddie Mac. Many are saying that bad credit borrowers will be getting better loan terms than good credit borrowers and these good credit borrowers are being punished. Read below as we help you sift through the noise…

​It’s always nice to help the newer generations avoid the mistakes we’ve made. One common thing you hear folks say is “I wish I would’ve saved/invested more when I was younger”. That sounds great, but when we were younger, the benefits didn’t seem real. There was no “tangible” payback that enticed us enough to put away more for the future. Well, here’s a plan for those 20-year-olds out there…

In a recent report to the Secretary of the Treasury, the IRS revealed how it will spend its $80 billion in funding received from the 2022 Inflation Reduction Act provisions…

Homes being used for rental income must be depreciated by law. Depreciation is an income tax deduction that allows a taxpayer to recover the cost of building deterioration on an annual basis. However, it’s not just a “free” tax deduction…

VA and FHA loans are getting cheaper! With changes in fees, more borrowers qualify and save money. See below for specifics…

If you’re a tither/charitable donator and you have long-term appreciated stock, you should seriously consider donating your stock instead of cash/savings…

​Outside of inflation, the main topic of conversation in economic financial circles is the possibility of a recession…

​Fannie Mae & Freddie Mac have conducted their annual home price and loan limit review. See below for changes in conventional loan limits…

Here‘s our annual list of money moves and tax items to consider at year end!

Wait, what? Inflation benefits? Is there such a thing?! Inflation has been the table-talk buzzword for 2022. Below we give you some benefits, yes, some benefits to inflation…

​Several reports say that more than one-third of all credit reports contain errors** with consumer reporting. If you’re victim to failed reporting, you can get erroneous info removed…

If you sell stock, you’ll receive a 1099-B tax form reporting that transaction. You might notice some of the losses are disallowed, due to the wash sale rule…

​Things change. Costs have gone up. Ensure your finances are keeping up with your life and the times. We’re providing you with a review list below…

Home improvements are a great way to increase the value of your home. However, many homeowners neglect an equally important factor: home maintenance. Not only will it add value to your home, but it will also add life to your home and all components. We’re giving you some items below you’ll want to budget for and complete on a routine basis…

Some big changes to Social Security are floating in the news. Not only will Social Security recipients receive an 8.7% increase in benefits for 2023, but there is also a new bill that may change taxation…