529 Q&A

529 Q&A

We’ve been investing in 529s for our children for almost two decades. Like most of you, we hope to seamlessly combine our 529s with our Coverdell Educational Savings Accounts (ESA), Post 9/11 GI Bill benefits, scholarships, and education tax credits. With more...
10 Tax Law Changes You Need to Know

10 Tax Law Changes You Need to Know

As you’re well aware by now, tax laws have changed for 2018. With just over 3 months left in the year, now is a good time to see how these changes will affect your bottom line. Contact me to obtain your 2018 individual tax planner. 1 – Standard Deduction...
How to Complete Forms W-4

How to Complete Forms W-4

Federal Withholdings In years prior, your federal W-4 was based on the number of personal exemptions you claimed on your tax return. With personal exemption now gone, the 2020 W-4 is designed to help you determine the dollar amount your employer should withhold from...
FINAL FREE BOOK FRIDAY 2017!

FINAL FREE BOOK FRIDAY 2017!

Every Friday in December leading up to Christmas, I’ll be giving away several FREE copies of one of my favorite books. Today’s book is Mission Transition by Janet Farley! Visit my Facebook page to get your copy!