Why is There a Tax Form in My Mailbox?
It’s June. Your tax return was filed several months ago. You thought you were done dealing with taxes until next year. Then IRS Form 5498 shows up in your mailbox. Now what?
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Spring Cleaning – Don’t Forget to Tidy Up Your Finances
It’s the season for spring cleaning and we don’t just mean around your home. Your finances might need a spruce up too.
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Misplaced your Social Security 1099 form? We know where to go!
Did you misplace your 1099 form for your taxes? We know how to help find a replacement copy!
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Prepare! Information Urgency!
Most of us probably yawn at a discussion of record-keeping systems. Many of us think of filing as a process of storing away data. But, when in effect it is a “retrieval” system that only becomes important at a moment of urgency. For example, a new job application, a threatening illness, inheritance documentation, a lawsuit, etc. And when the need for information is urgent, where do we go?
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Is A Smart Speaker Worth It?
Smart speakers like the Amazon Echo are popping up everywhere. According to a Nielsen study from last September, nearly one of every four U.S. households has a smart speaker with 40% of homes having more than one! I joined the smart speaker club over Christmas when my brother gifted my family an Amazon Alexa speaker. Here are a few pros and cons for you to consider before adding one to your household…
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