Getting Married? Start Your Marriage Off Right

Getting Married? Start Your Marriage Off Right

In the western United States, the most popular months for getting married are June through September.  In today’s wacky world, some couples enter into marriage with no knowledge of or communication about their financial status.  91% of couples find reasons to...
Home Equity Loan Interest

Home Equity Loan Interest

Responding to many questions received from taxpayers and tax professionals, the IRS said in a recent news release that despite newly-enacted restrictions on home mortgages, taxpayers can often still deduct interest on a home equity loan, home equity line of credit...
Moving Out?

Moving Out?

Are you ready to move out? Just recently we encountered a young man, just starting out in life.  He’s nineteen years old, attending college, working, and was evicted from his home.  Now he’s looking for a new place to hang out but living quarters are not...
Smart Uses for Your Tax Refund

Smart Uses for Your Tax Refund

Your tax refund marks a great chance to set yourself in a better position for the future. If you’re getting blessed by the IRS, here are a some great ways to make sure your money continues to work for you. Get Out of / Reduce Your Debt. If you are like most people...
College Financial Aid Planning

College Financial Aid Planning

College Financial Aid Planning Individuals who want to attend college but cannot afford the costs outright must find alternative funding through various types of financial aid. Many factors affect eligibility for federal financial aid; therefore, all students should...
TCJA Changes to Education

TCJA Changes to Education

Graduation is only a month away.  The Tax Cuts and Jobs Act (TCJA) modifies or eliminates some of the benefits for people who are saving for college, people who are paying off their student loans, and students just starting out. However, many of the most popular tax...