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From Our Blog

By | Thursday, April 20, 2017 10:00 am

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

By | Tuesday, April 18, 2017 10:00 am

Financial Spring Cleaning: Are you Asking for Trouble with Paperless Credit Card Statements?

 

When it comes to tracking your spending, credit card statements are often a crucial (but mundane) part of that. It is by combing through statements where you might catch billing mistakes or spot mysterious charges that could indicate fraud or identity theft.

By | Thursday, April 13, 2017 9:56 am

Filing for an Extension on your Taxes doesn't Necessarily Mean an Audit. Here's Why

What should you do if you can't finish your tax return on time of if you don't have the money to pay your taxes now? There is a common belief that you should be among the masses filing by the April deadline so you don't draw attention to yourself from the IRS and bring on an audit.