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America Saves Week: Save On DinnerEarlier this week we discussed saving money by eating breakfast at home and packing lunches. How about the biggest meal of the day?
America Saves Week: Pack Your LunchThis week we will be looking at small changes you can make to save big. Nothing really dramatic here but you will need to have discipline to be consistent over time.
It’s America Saves Week!America Saves Week runs February 27th thru March 4th. It's a national campaign for Americans to save more money.
Tax Tips From The IRS: Choose Your Tax Preparer WiselyNo matter who prepares your return you are responsible for the information on your income tax return.
Tax Tips From The IRS: Should You Itemize Or Use Standard DeductionMost people claim the standard deduction when they file their federal tax return because it’s easier and requires less effort, but you may be able to lower your tax bill if you itemize.
Tax Tips From The IRS: Do You Need To File A 2016 Tax Return?Not everyone is required to file a tax return. Most people file a tax return because they have to.
Tax Tips From The IRS: Taxable And Non-Taxable IncomeAll income is considered taxable unless a law specifically says it isn’t.
Tax Tips From The IRS: IRS Scam Calls And EmailsThe most common IRS scams are phone calls and emails from thieves who pretend to be from the IRS.
Mutual Funds: Your StatementMutual fund companies send out annual statements the end of January. In addition, you should have received your 4th quarter report for 2016.
Mutual Funds: When To SellSo when do you sell your mutual fund? The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
Mutual Funds: BenchmarksA benchmark is a standard used for comparison. You will want to learn how to compare your mutual fund to a benchmark so you can tell how well your fund is doing.
Mutual Funds: Most Of Us Have A PortfolioThere are over 9,000 mutual funds and ETFs in the U.S. to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

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