What to Do With That Surge of Cash? It's that time of year again where a lot of people will be getting Tax Refunds and/or Bonuses from the prior year. When a lump sum comes in - you should be doing something smart with it. This post shares some simple spreadsheets that help cut through... Continue Reading →
Tax Time – I Did My Taxes Already and Some Saving Links
I Did My Taxes! As I have long advocated in personal circles as well as on this site - I overwithhold my taxes. As a result - I file my taxes ASAP once I have all of my documents in hand... I'll admit over the holiday break I download the software ahead of time and... Continue Reading →
The Powerful Health Savings Account (HSA) – Why You Should Be Maxing This Account Out
The Most Powerful Retirement and Day to Day Account The Health Savings Account (HSA), its related tax breaks, and ability to take distributions as needed make this one of the most powerful retirement and day to day savings accounts. It is often spoken about very little as an awesome tool in personal finance circles and... Continue Reading →
The Case For Over Withholding on Your Taxes
I Know A Lot of You Will Disagree I over withhold on my taxes every year and I'll defend why throughout this post. I have been at points in life I have needed the extra money on a monthly basis and times I haven't been as strapped and this advice has helped me generate wealth... Continue Reading →
Tax Management – Simple Advice My Dad Never Told Me
The Only Thing Guaranteed in Life is Death and Taxes So if Taxes are guaranteed - why aren't more financial gurus talking about them? I am simply amazed how little most people think about taxes or realize the impact decisions can have on their taxes. How Big Is Your Tax Bill - Do You Know?... Continue Reading →