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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Plan Now, Save Later! (Part 2)

By Andy Johnson, CPA, Principal Welcome back for Part Two! In Part 1, we discussed the strategy of Batching Your Itemized Deductions (click here to read Part 1), and we…

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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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