As important tax records start filling mailboxes, how can you make sure your tax preparation goes smoothly and efficiently this year? Keep it all in one place. It seems obvious, but how often have you found yourself going through piles of paper looking for that elusive 1099 tax form or charitable …
Gone Phishing: How to Avoid the Lure of a Scam
Each year the IRS publishes the top dozen tax scams it encounters over the prior year. One of them that makes an all-too-common appearance on their list is the phishing scam. Phishing requires bait. Phishing is the act of creating a fake e-mail or website that looks like the real thing. This …
Half of a Whole: Financial Planning When a Spouse Passes Away
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …
