Scam Alert: How To Spot Phishing, Smishing and Spoofing Phishing remains a major threat. In the second half of 2024, email-based phishing attacks surged by 202%. Alarmingly, most of these attacks used link-based tactics, and 80% of the malicious...
Know the Six Mortgage Loan Types When it comes to mortgages, you have choices. By doing research and working with professionals, you can find out what’s right for you. 30-year fixed-rateThe 30-year fixed-rate mortgage remains the most popular mortgage...
Are Children Still Dependents After They Turn 17? Each year, parents can claim a child tax credit for each of their children who is under 17. This is a valuable credit, worth up to $2,200 for each child 16...
Securing the Legacy of Your Small Business Creating an estate plan tailored to your business ensures continuity and financial security for everyone involved. Whether you want your family to continue building your legacy, your partners to buy your shares...
Is the Earned Income Tax Credit Right for You? According to the IRS, as of December 2023, approximately 23 million workers and families received a total of $57 billion through the EITC. This tax credit is refundable, meaning you...
Maximizing Business Efficiency Have you encountered roadblocks as you seek to make your company more efficient? Let’s look at some strategies that may bring better focus. Communicate early and measure success Change is always easier if you communicate to...
Survivorship Life Insurance: The Two-for-One Deal Survivorship life insurance, also known as second-to-die joint life insurance, covers two people on a single policy. These policies only pay out their death benefits after both policyholders have died. Say you and...
Is It the IRS or a Scammer? The most important detail to remember is that the IRS will almost always begin communication with a letter or notice sent by mail; they will never contact you by email or text...
How To Address Workplace Burnout It may surprise you to know that a recent National Alliance of Mental Illness poll reported that more than half of all American employees are experiencing some form of workplace burnout. While burnout is...
What Happens If I Cannot Pay My Taxes? Owing money to the IRS is often a major source of stress—especially if you don’t see a realistic way to pay off what you owe. Fortunately, the IRS provides several relief...









