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The Marriage Penalty is Alive and Well

Published on March 21st, 2023

Despite what you may think, the marriage penalty is still alive and well. Whether you’re changing your filing status in 2022 because of marriage, divorce or another event (or even if your filing status staying the same), you should review this information and plan accordingly. What is the marriage penalty? The marriage penalty occurs when […]

Tips for Working Beyond Retirement Age

Published on March 15th, 2023

You may be one of many Americans who plan to work into retirement. Some report they need to work because their savings declined over the past several years, while others say they choose to work because of the greater sense of purpose and engagement that working provides. Whatever your reason for continuing to work into […]

Getting the Most Out of Homeowners Insurance

Published on March 13th, 2023

Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof and too many surprises occur when you need your insurance after an event requires you to file a claim. Here are some areas that may […]

Attention Businesses: File on Time or Pay the Price!

Published on March 3rd, 2023

March 15th is the tax-filing due date for calendar year S-corporations and partnerships. While this filing deadline does not require making a tax payment, missing the due date could cost you a hefty penalty. The penalty The penalty is calculated based on each month the tax return is late multiplied by each shareholder or partner. […]

New Tax Rules Mean Changes for Retirement Accounts

Published on March 1st, 2023

The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you turn 72 in 2023 or later, you can […]

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