Online Tax Software vs. Tax Professional

Published: 1/23/2018 4:24:11 PM

DIY online tax filing works for some. But for many filers it causes uneasy questions like: Am I doing this right? Am I forgetting anything? Where does this go? What is this form? Schedule what? Worksheet what? Why is my refund so much less than last year? Of all the difficulties that may arise with DIY online tax filing, this is the most common scenario we've seen: A person finally makes time and bellies up to the computer. Distractions aside. They find an online tax software that looks reputable. Maybe they get a referral. They sign up. Ok. Login. Good.

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How to Raise Kids Who Are Smart About Money?

Published: 1/23/2018 1:57:29 PM

One of the pressing questions of being a parent is: How can I best prepare my child for their future? We all know from experience that managing money will be a key they'll need in order to succeed. We appreciated watching this video and thought you would too. Here are a few quick tips for instilling a wise view of money in your kids...

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"Bite-Sized" Saving

Published: 1/23/2018 11:52:35 AM

If you're the resolution-making type, here's a tip: make sure to keep your money goals for 2018 attainable and practical (perhaps even "bite-sized"). Rather than a nebulous goal of "Save More," pick a measurable finish-line, like "Save $400 by the end of May." It's less intimidating because you can actually see the goal you're reaching for, which raises the likelihood that you'll follow-through, which will in turn make you more likely to set another great goal.

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