Day 9 – Setting and Remembering Passwords

Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30%…

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Day 8 – Give the Gift of Education

Saving for your child’s college education can be a daunting task, given how quickly and how high education costs have climbed. Fortunately, a 529 plan is a flexible, tax-advantaged way…

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Day 5 – Year-End File Clean-Up

When it comes to your tax records, the IRS recommends keeping copies of tax returns and supporting documents at least three years. Some documents should be kept up to seven…

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Day 2 – Batch Your Itemized Deductions

The goal of batching is to position yourself so that you will have deductions greater than the standard deduction one year, with the following year being a standard deduction. Click…

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Plan Now, Save Later! (Part 1)

If you project that your total itemizable deductions for 2019 will be close to exceeding your applicable standard deduction amount, you should consider batching.

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