Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...
Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up our sleeves and getting to work on tax returns for some of our clients. With all the backlog and changes at the IRS, getting ahead of the tax storm is going to make for...
Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our client family, but I can...
To be fair, the new $600 reporting requirement for digital payment apps isn’t a Venmo thing … it’s an IRS thing.(Personally, I’m still amazed by how people share their transactions so publicly on these kinds of platforms. But that’s a...
Before I jump into discussing tax filing documents, I hope it’s okay that I spare you all of the “new year, new you” stuff.If you’re anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy “time to set...