By Carmen Coker In the words of Dave Barry, “It’s income tax time again…time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.” Filing taxes = huge pain. We all know it. We all go through it once a year. And while there’s no way around …
For many people, one of the most dreaded things about the holiday season is not the fear of being a Scrooge. It’s just the reverse—the temptation to overspend. It’s easy to think, just one more toy for the little ones, or an extra pair of gloves, or the perfect earrings…and somehow during the holiday whirl we load …
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Do you find yourself making plans to improve your financial condition for 2014? If that is one of your resolutions, you are not alone. We found it as one of the top resolutions people make for a New Year. Now, we know money doesn’t mean everything and it can’t buy happiness, but having it controlled …
Continue reading “Tips to Achieve Your 2014 Resolution: Finances”
Lunch can be a big waste of money. Even if you find a way to eat all of your lunches for just $20 a week, you’ll end up blowing $1,000 a year on lunch alone. For a college student, that’s insane. That expense increases if you are also buying breakfast and dinner. The fact is, …
By Joshua Zerkel Summer… ahhh. When summertime comes, there’s a palpable change in the air – a feeling of fun, relaxation, and freedom from worry. Or at least, that’s how it can seem! Of course, the details of life and work don’t just go away with the change of the seasons. Especially if you’ll be …
As the days count down to April 15, it’s time to start gathering your documents. The sooner you submit your taxes, the sooner you have peace of mind (and possibly your refund). As forms from your employment and bank accounts come through the mail, put them in a Tax Organizer and keep them together. Whether you …
So…we just said hello to Baby New Year and now we’ve suddenly been rushed off to face Uncle Sam! Yes, it’s that time of the year again; time to get your documents in order and send off your returns, and sometimes even more money! My wish for all of you is to get a nice …
Now that it’s February and you have all of the documents you need to complete your taxes, there’s no excuse for not getting your finances squared away. Here are three steps to streamlining the process: Manage Your Paper: even though we live in a digital world, doing your taxes still requires large piles of paper …
The results are in – here are the top five resolutions from our 2012-2013 survey: 1. Become more physically fit 2. Improve financial condition 3. Improve health 4. Lose weight 5. Read more/become more educated In an interesting twist, we also asked our respondents about their resolutions’ duration, both which resolution they gave up first …
We have a thing for January. It’s National Get Organized Month. All that sorting, stashing, planning, and relocating are right down our alley. It’s what makes us tick—not because any one of us individually is perfectly organized, but because for a whole month the dream feels almost attainable. And even if we never find that …
By Monica Friel Of course there are many different ways to deal with the deluge of receipts that continually fill up your wallet and pockets, but what is the best way to organize them? That answer really is individual. When we work with a client who has “receipt clutter” we offer several suggestions, here are a …
Saving money is incredibly important. You never know when you’re going to need an extra thousand dollars or more. You may end up laid off and looking for work. You may have to pay for an unexpected home or car repair, or you may have medical expenses you never dreamt possible. If you’re struggling to …
If you’re thinking of eating healthier and saving money, lunch is a great place to start. The site Accounting Principals surveyed 1,000 people and found that each year, the average American spends $1,092 on morning coffee and $1,924 on going out to lunch. That’s more than $3,000 – think of the groceries that you could …
With the recent changes to the world economy, more and more professionals are earning their money through contract work rather than full-time employment. Unfortunately, with self-employment, you have to do your own accounting. Whether your home-based business is your main source of income or just for a little extra on the side, keeping track of …
During tax season most of us will spend some time digging through our filing cabinets. Most likely, there will be all sorts of documents from past tax years – medical bills, W2s, interest statements, and, frankly, some things that we’re not sure why we’re keeping. This tax season, go through your old documents and throw …
Tax season is upon us – do you know where your documents are? Tax documents from your employers start arriving in January (by law, employers must send W2 forms before Jan. 31). If you want to get ahead of the game, or if you misplaced a document, check to see if your employer provides online …
