Investing and Debt
Investing and Debt Investing and debt are both important aspects of finances. But if you find yourself under a mountain of debt you may feel overwhelmed and that it is necessary for you to put all extra money into paying it off. In this article, we will go over 3 steps you can take to help balance investing and [...]
10 Common Forms Your Tax Preparer Needs
Common Forms Your Tax Preparer Needs Though everyone’s situation is different, there are generally 10 common forms your tax preparer needs to complete your taxes. Typically, it is best not to go meet with your preparer until you have all your forms. In this article, we will help you identify 10 common forms your tax preparer needs and what they [...]
Creditor Protection Trust
Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect your assets. How a Creditor Protection [...]
Overlooked Life Insurance Policy Features
Overlooked Life Insurance Policy Features Even though many people have insurance policies, they often have overlooked life insurance policy features. In this article, we will go over 5 overlooked life insurance policy features so you can take advantage of them. Waiver of Premium If your policy has this feature, your insurance company will waive your premium if you are [...]
Assisting Aging Parents with Their Finances
Assisting Aging Parents with Their Finances Assisting aging parents with their finances can seem like a daunting task. Discussing finances is an uncomfortable topic that many put off or completely avoid. But it is important to have these discussions, so you know your parents’ wishes and you are prepared to step in when they need help. In this article, we [...]
Schedule 3-Additional Credits and Payments
Schedule 3-Additional Credits and Payments Schedule 3 is an IRS tax form that allows you to claim tax credits. Tax credits allow you to reduce your tax liability on a dollar for dollar basis. In this article, we will go over the basics of how Schedule 3 works and the credits you can claim. The Basics Schedule 3 was [...]