by mariettacp | Jan 18, 2016 | Money Tips
In mid-December, Congress renewed a long list of tax breaks known as “extenders” that have been expiring on an annual basis. This year many of the rules are retroactive to the beginning of 2015. You may be able to benefit from some of them as you prepare...
by mariettacp | Jan 15, 2016 | Money Tips
While you’re gathering information to prepare your 2015 tax return, set aside time for a financial review. Here are steps to get started. Compile a year-end list of your assets and debts and compare the list to last year. Are you gaining or losing ground? What...
by mariettacp | Jan 5, 2016 | Money Tips
Deciding when to buy a stock is often easier than determining when to sell. As you’re reviewing your portfolio at year-end, consider these situations that may indicate the right time to sell. When there are no tax consequences. If you hold stock in a retirement...
by mariettacp | Jan 1, 2016 | Money Tips
Out with the old, in with the new. No matter whether you apply the expression to changes in attitude or to life adjustments, the end of the year is a great time to assess your household finances and prepare for new opportunities. Here are suggestions. Review your...
by mariettacp | Dec 1, 2015 | Money Tips
As a business owner, you know how much effort goes into attracting new customers. So once you’ve found a new customer, you want to keep that customer as long as possible. Good communication can help. Make your customer feel known, understood, and appreciated at...
by mariettacp | Nov 26, 2015 | Money Tips
Celebrate your 65th birthday with federal income tax benefits. Here are some of the breaks available once you reach age 65. Higher standard deduction. Your standard deduction is the sum of the basic standard deduction plus an additional standard deduction if you are...
