PITI & The 28% Rule

PITI & The 28% Rule

Perhaps the most important question to ask yourself when it comes to buying your home is: how does this purchase fit into my overall finances? Since buying a home is likely the largest purchase most of us will make, you need to consider several things when...
Do You Need to Make Estimated Tax Payments?

Do You Need to Make Estimated Tax Payments?

If you work on salary for an employer and receive a paycheck on a regular basis, you might not think too much about paying income taxes. This is because you complete a Form W-4 for your employer and they will withhold the amount of taxes you tell them based...
Do I Need to File a Gift Tax Return?

Do I Need to File a Gift Tax Return?

Don’t look now but the deadline for filing your 2017 federal income tax return is right around the corner. Unless you receive an extension, you must file your return by April 17, 2018 — which is less than two weeks away. If you’re like many people, you are...
Tax Forms Every Investor Should Know

Tax Forms Every Investor Should Know

Tax forms and filings may not be as complicated as you think; oftentimes, the more you learn about what each form is for, the easier the entire process gets. Taking just a few minutes to understand what some of the most common investor tax forms are for can...
Last-Minute Deductions That Could Lower Your 2017 Tax Bill

Last-Minute Deductions That Could Lower Your 2017 Tax Bill

As you work on finalizing your 2017 federal income tax return, you may be searching for some last-minute deductions to help reduce your tax liability. Here are a few places to consider: Taxes You Paid You can deduct most taxes you paid last year on your 2017...
Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

For many Americans, pursuing their passions or hobbies is more than just a pastime – it’s a way to earn a little extra money on the side. Whether it’s painting, writing, cooking or photography, there may be opportunities to generate income...
How Tax Reform Impacted Housing Deductions

How Tax Reform Impacted Housing Deductions

Owning property has advantages and disadvantages – and certainly many of the issues are tax related. There are three important residential real estate taxation changes that last year’s tax reform impact. They include: mortgage interest...
HSA vs FSA: Tax Benefits of Health Savings

HSA vs FSA: Tax Benefits of Health Savings

While taxes and health care aren’t necessarily on the list of hot cocktail party chatter, they do top the list of many people’s life concerns. The good news is, there are a couple of tax advantages you can use to lower the overall cost of your...


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