Tag Archives: taxes

Taxes on my own

In most relationships (hopefully) there is an equal split of the duties to keep the household running. From the day to day mundane indoor and outdoor chores to the more time consuming duties of paying the bills, investing and tax … Continue reading

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What can you do when your parents don’t want to talk about money

At some point in your life, the tables will turn – your parents, who likely taught you nearly everything you know, will need a helping hand. Whether that means assisting them in downsizing, navigating the Medicare process, or taking over … Continue reading

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Deciding where to live in retirement

Not that long ago, The Wall Street Journal ran a story about retirement with the headline: He Says Maine, She Says Florida. It struck a chord with me. I’ve since debated the topic with my husband and referred to the … Continue reading

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Retirement and taxes

I work with 401(k) plans, so I have always been a strong believer in saving on a pre-tax basis. The premise is that most of us will pay lower taxes when we withdraw the money in retirement. Yet our recent … Continue reading

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Tax day, vow to pay yourself first

It seems that no matter how much or how little money we have, none of us really enjoys paying taxes. We may understand the necessity of paying taxes or the rewards we receive as citizens or members of our communities,… Continue reading

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Year end tax tips

A week or so ago, I was telling a friend that I was working on this piece about year-end tax tips, and she looked at me with a combination of shock and disgust. “Didn’t we just do our taxes?!” she… Continue reading

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IRS refund or loan?

Now that the tax deadline has come and gone, state and federal governments are busy processing refunds to taxpayers who overpaid. If you’re expecting a refund you may be loaning money to the IRS that could be better used to… Continue reading

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Shoring up your financial foundation

April’s tax filing deadline finds many of us focusing added attention on our finances this time of year. This makes right now a great time to shore up your financial foundation while personal finances are still top-of-mind. Below are five… Continue reading

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How will you spend your 2011 Tax Holiday?

Happy Holidays from the IRS??? When does that happen! Apparently it’s happening throughout 2011. The government has given Americans a temporary “tax holiday” by cutting the payroll tax rate by two percentage points.* The best part: it’s the gift that… Continue reading

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