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The IRS has just announced that it will begin accepting 2017 income tax returns on January 29. You may be more concerned about the April 17 filing deadline, or even the extended deadline of October 15 (if you file for an extension by April 17). After all, why go through the hassle of filing your return earlier than you have to? But it can be a good idea to file as close to January 29 as possible: Doing so helps protect you from tax identity theft. 

Monday, September 14, 2015

Take Control of Your Finances

Do you find yourself overwhelmed at the idea of managing your money? Are you only living for today while ignoring what your bank account will look like tomorrow? Do you doubt your ability to create a personal finance plan for yourself that will lead you to success?

You're not alone. Many millennials want to start doing more with their money but aren't sure where to start. You can take control of your financial situation and empower yourself with knowledge. Here are six steps you can start taking right now.

Friday, August 14, 2015

Why You Should Use A CPA

Why do you need a CPA?

Certified Public Accountants (CPAs) act as advisers to individuals, businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial matters. Today, many individuals and businesses turn to CPAs for help with tax preparation, personal financial planning, auditing services, and advice on developing effective accounting systems.

Many workers face a dilemma very close to their planned retirement date. They want to keep working and saving to be sure they won't ever run out of money, but work frustrations and a desire to do other things keep reminding them they can probably get by quitting. Here are some things you should do as you get close to the retirement finish line.

Social Security benefits include monthly retirement, survivor and disability benefits. They do not include supplemental security income (SSI) payments, which are not taxable. The amount of Social Security benefits that must be included on your income tax return and used to calculate your income tax liability depends on the total amount of your income and benefits for the taxable year.

Thursday, January 08, 2015

6 Ways to Freshen Up Your Finances

This new year, clean up your credit score and pay off that holiday debt once and for all.

With high school seniors in the thick of college applications season, parents of teens everywhere are discussing how they're going to pay for their educations. Most families cobble together a mix of savings, grants, scholarships, wages from part-time jobs, and loans.

Monthly Social Security and Supplemental Security Income (SSI) benefits for nearly 64 million Americans will increase 1.7 percent in 2015, the Social Security Administration announced today.

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