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What Financial Records Should You Keep?

By now you’ve either finished preparing your taxes, or you are well on your way. And that means you’ve gone through all your financial paperwork for the previous year. How much of it should you keep? What does the IRS … Continue reading

Posted in Financial Education

This America Saves Week: Set a Goal. Make a Plan. Save Automatically.

The theme for America Saves Week 2013 is more than just a theme; it’s is the essence of a sound approach to savings, designed to help individuals take financial action. Set a Goal. Make a Plan. Save Automatically. Knowing what … Continue reading

Posted in Financial Education, Saving and Investing

10 Ways to Save $100—Start During America Saves Week

The beginning of the year is a good time to think about your spending and savings habits. For example, it’s tempting to spend the entire amount of your tax refund. After all, don’t you deserve a little treat? However, if … Continue reading

Posted in Financial Education, Saving and Investing, Smart Shopping and Budgeting

A Potential Windfall: What to Know About EITC for Your 2012 Tax Filing

It’s called the Earned Income Tax Credit. Sounds like confusing government-speak, doesn’t it? But it could mean a windfall for you and your family. First, what is it? The Earned Income Tax Credit (EITC) is a refundable tax credit that … Continue reading

Posted in Tax Planning

First Steps to Easy Tax Preparation

Make tax time easier on yourself by gradually getting started on your tax prep and getting yourself a little organized. It will take less time with your tax accountant, and might end up saving you money. And if you are … Continue reading

Posted in Tax Planning

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