Monday, March 18

How Long Should You Keep Your Tax Records?

Once you file your income tax, you aren't quite done. You need to finalize your records. This report looks at the records you need to keep and how long you should keep them.

The IRS specifies the length of time that you need to keep your tax records though there are some records that you may need to keep longer. The IRS does not specify how you need to keep your records. Choose the method that works best for you whether it's digital, printed, or a combination of the two. Make sure that you backup any digital records.

Read on...

Watch Out for These Twists on Phishing

If you have been online for any length of time, you have heard about phishing. Phishing uses a variety of methods to obtain your personal and financial information which can then be used to steal your money and your identity. Phishing scams typically try to get you to act quickly without thinking and they are getting harder to spot.

Read on...

Begin the New Year With These Tips

At the start of a new year, many people traditionally set goals or make changes. Whether you make resolutions or avoid them, follow these tips for making the most of your money and protecting your finances and privacy to start the new year off on a high note.

Read on...

End of the Year Tax Saving Tips

The end of the year is fast approaching and many people are focusing on the holidays. But you should take a bit of time to ensure that you are taking advantage of the many ways you can save on your 2018 income tax. These tips can help.

Read on...

The Holiday Shopping Season Has Begun! Plan Ahead With These Tips

The holiday shopping season is here. Black Friday and Cyber Monday are no longer just one day. Many retailers, online and off, offer deals for several weeks leading up to Thanksgiving weekend and continue well into December. Before taking advantage of any "deals," do your homework.

Read on...

How Often Do You Review Your Insurance Coverage?

Insurance in its various forms helps protect us from financial loss, yet we don't think much about it until we need it. Reviewing your insurance policies can ensure you have the right coverage at the right cost. Life changes, such as marriage, divorce, a new addition to the family, buying a home, a child going off to college, a job change, or retirement, can impact your insurance needs. Make it a habit to review your coverage at renewal or open enrollment time.

Read on...