by candy | Sep 2, 2024 | Community, Featured
Ever wonder about those hefty fees associated with homeowners associations (HOAs)? Well, with more and more of us becoming part of HOAs, it’s no surprise that financial advisors and tax pros are becoming bombarded with questions about how to handle these...
by candy | Aug 19, 2024 | Community, News Letter
A recent report by the Center for Responsible Lending (CRL) highlights significant concerns regarding the use of cash advance apps such as Brigit, Cleo, Dave, EarnIn, and FloatMe. Consumers who use these apps often face triple-digit annual interest rates, frequent...
by candy | Aug 5, 2024 | Community, Shared
Retirees need to be strategic about their filing status to minimize the impact of the net investment income tax (NIIT). The NIIT, which is a 3.8% tax on certain types of investment income, affects those with higher income levels and was implemented in 2013. Key...
by candy | Jun 24, 2024 | Community, Shared
You may have heard about a new tool introduced by the Secure 2.0 Act. This tool, known as “pension-linked emergency savings accounts” or PLESAs, aims to assist workers in saving for unexpected expenses. However, diving into the details reveals some...
by Candy | Feb 26, 2024 | Business, Community
In the contemporary business landscape, online interactions have become the norm, necessitating a clear understanding of the distinct roles of Privacy Policies and Terms & Conditions. These two key documents are crucial for legal compliance and fostering positive...
by Candy | Jan 1, 2024 | Community, Shared, Taxes
The loss of a loved one is a challenging experience, imposing physical, emotional, mental, and financial burdens. Unexpectedly high funeral expenses often prompt many to investigate the possibility of tax deductions to ease the financial strain. The National Funeral...