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Happy Thanksgiving!

holidays | November 26, 2015

We know you have better things to do than to read our blog today. Like head back for your third helping of turkey and dressing – or Aunt Bessie’s coffee cake. There’s also football on TV and catching up on quality time with the family.

But here you are, and for your trouble, we present some fun facts about Thanksgiving. Some tidbits of knowledge you can take back to the table and use to impress that know-it-all brother-in-law.

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Lower Your Tax Bill with 401(k)s, HSAs and FSAs

tax breaks, health care | November 17, 2015

The end of 2015 is getting closer every day and now’s the time to start planning how to cut your tax bill for 2016. You have several ways, but one of the best is to take advantage of tax-friendly savings and spending accounts like a 401(k), Flexible Spending Account (FSA), or Health Savings Account (HSA). Contributing to these accounts helps you save for retirement and pay for healthcare and dependent care expenses. These accounts also provide important tax savings that add up. Let’s break down the benefits and qualifications for each account.

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Answers to 'What If?'

your tax return | November 16, 2015

We all try to be prepared for the hurdles, rivers and roadblocks life throws in our path from time to time. But sometimes solutions may not be so easy to come by; many times, it's not the kind of information that's passed down from father to son or mother to daughter.

Sometimes, we just have to take the direct route and ask, What If?

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When You Miss the Boat

income tax, preparation | November 09, 2015

OK – you came running down the pier,  financial baggage in hand, expecting to jump on the ship that leaves promptly on time. Your ticket requires a filed income tax return, but for whatever reason, you weren’t able to do that.

Maybe that W-2 you were banking on just didn’t show up in time; maybe your son at college decided to do his own taxes and you lost the exemption; maybe the time just got away from you. No matter.

What matters is, the S.S. IRS has pulled away from the dock. Now what?

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