Money Tips

Tax Return Checklist

This is a check list I copied from efile.com.  You may have more per your CPA. efile.com Tax Return Preparation Checklist Please print the tax to-do List below, look it over, and check off those items you have handy for your tax return. General Taxable Income ___ W-2 Form(s) for Wages, Salaries, and Tips ___ […]

Required Minimum Distributions

Retirement funds can’t stay in your account forever. When is it time to pull the money out? AddThis Sharing Buttons Share to FacebookShare to LinkedInShare to TwitterShare to EmailShare to More You’ve spent years saving for retirement, but you can’t keep those funds in your account indefinitely. Generally, once you’re 70½ years old, you need […]

Don’t be a Victim of Identity Theft: Free Ways to Fight Back

Nicholas Clements, Special for USA TODAY 7:01 a.m. EDT October 6, 2016 More than 17 million Americans are the victims of identity theft each year. This summer, the Democratic National Committee’s computer network was hacked, and just last month Yahoo disclosed that hackers stole information from at least 500 million accounts. But should you worry? […]

Be smart with that year-end bonus check headed your way

Great ways to use you bonus or refund check-I can help you with this. Pat Annika Cushnie, partner and wealth advisor at Brightworth It’s the most wonderful time of the year, Christmas notwithstanding. Bonus checks will arrive during the next few weeks for hundreds of thousands of executives and managers nationwide. While most have anticipated […]

Scroll to top