Tips to help millennials save

Millennials — those folks ages 23 to 35 — seem to be experiencing financial woes greater than their parents suffered at the same age. Some statistics: Millennials are using credit cards more, often becoming subject to late payment fees and finance charges. More than...

How to choose a good tax preparer

This time of year, folks are gathering all their information to file their taxes. If you are planning on hiring someone to prepare your taxes, here are some questions to ask the preparer: Do you have a Preparer Tax Identification Number (PTIN) issued by the IRS? It is...

Saving money on holiday gifts 2016

I was determined this year I would not write another blog on saving money on Christmas presents. However, over the last couple of weeks, I have had several folks ask me to write on just that topic. So, here we go. Several of these suggestions are repeats from prior...

Protect yourself, data from online threats

In our age of increasing technology, securing and protecting our personal information becomes more and more important and, sometimes, difficult. Even though I have talked about this issue in prior blogs, it’s important to revisit it occasionally. This week, the IRS...

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