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Guide to Popular Tax Credits

Guide to Popular Tax Credits

What are Tax Credits? Even though the deadline to pay and file your income taxes is delayed, we recommend still filing sooner rather than later if you expect to receive a refund. As you gather all of the paperwork and documentation needed to prepare and file your tax...

5 Tips for Surviving a Bear Market

5 Tips for Surviving a Bear Market

The past several weeks have been a roller coaster – coronavirus continues to rock the global economy, and U.S. stocks entered a bear market, ending the 11-year bull run we’d all become accustomed to. Bear markets, while a natural part of market cycles, are scary for...

10 IRS Audit Triggers

10 IRS Audit Triggers

Read our FREE tax guide "5 Tax Hacks for Investors.". You may have read stories over the last couple of years that the IRS is conducting fewer audits due to budget cuts. But, keep in mind that audits do happen, and that your last three tax returns are subject to...

What Moved the Markets in February?

What Moved the Markets in February?

Stocks Sell Off Sharply on Coronavirus Concerns After hitting record highs, stocks sold off sharply in late February when it became increasingly apparent the coronavirus would spread throughout the world. One implication is that government and personal preventative...

Financial Tips for Couples At Any Stage

Financial Tips for Couples At Any Stage

It will come as no surprise to people who've been in a relationship that couples fight about money. In our recent Love & Money survey, we found that 53% of survey respondents find that having money conversations with their partner is stressful. Our feelings about...