How Many Credit Cards Is Too Many?

Nov 3, 2016 | Finances

By Jill Krasny Published September 22, 2016 Personal Finance Credit.com With so many tempting credit card offers out there — we’re looking at you, Chase Sapphire Reserve — who wouldn’t want to take advantage of them and sign up? But some consumers may have reason to...

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New to the FAFSA Process? 

Oct 6, 2016 | Planning for College

The process for applying for financial aid for college is changing this year in that the process started October 1, 2016. The Department of Education has put together a series of videos on You Tube to help you understand how the process works and explain what you need...

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Wake Up – You May Be Losing Some of Your Investments To Taxes Unnecessarily

Aug 1, 2016 | Investments, Taxes

As tax practicioners we do many tax returns where there are opportunities to save tax money.  We talk about these opportunities with clients and just like everything else time slips by and they forget to follow up and then we repeat the process the following year. ...

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Don’t Be Forced Out Of A 401(k) From Your Former Job

Jul 14, 2016 | 401(k), Retirement

When you change jobs and abandon vested amounts in your 401(k), your former employer has to follow IRS rules and plan provisions for dealing with your account balance. Pursuant to these guidelines, the 401(k) plan may have a “force-out” provision. That...

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Make Time For Midyear Tax Planning

Jul 13, 2016 | Taxes

One benefit of midyear tax planning is that you have a solid foundation for making decisions and enough time to implement them. In addition, because the rules haven’t changed much this year, you can use last year’s tax return as a starting point for 2016...

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