Monthly Archives: January 2014

Take an Extra Step this Year

As part of gathering the information you’ll need to file your 2013 tax return, take a little extra time to review your current financial situation and the progress you’re making toward your financial goals. Tax filing time provides an excellent … Continue reading

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How to Maximize Your Tax Deduction After a Disaster Strikes

Tax Deduction After a Disaster Strikes Fire, flood, tornado. Violent weather can wreak emotional and financial havoc. If your home, vehicle, or other personal property is damaged or destroyed by a sudden, unexpected casualty, an itemized tax deduction may help … Continue reading

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Check the Tax Rules before Lending Money to Relatives

There are many worthwhile reasons to lend money to a relative. For example, you may want to help a child or sibling continue their education or start their own business. But lending money to relatives can have tax consequences. The … Continue reading

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