Blog Archives

4 Ways to Save on Taxes When You Fund Higher Education

3/29/2017

It is tax time — whether we like it or not! And you could save significant tax dollars if you recently funded your kids’ college education, or your own. Here is what you need to know...

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How to File an Amended Return to Claim an Education Tax Break

3/29/2017

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The American Opportunity Credit is worth up to $2,500 per student for each of the first four years of college. If you missed taking the credit, you may still be able to claim it by filing an amended return...

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How to keep earning a paycheck in retirement

3/22/2017

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Entering retirement age doesn't have to mean the impending end of rewarding work or a reliable paycheck. In fact, retirement could represent the start of doing something that you’ve always wanted to do and getting paid for it

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3 Life Insurance Tips for Business Owners

3/22/2017

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Owning your own business has many perks and can bring plenty of freedom and success... But will your business alone be enough to take care of your family in the future?

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