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What Could You Do With Your Tax Refund?

What Could You Do With Your Tax Refund?

Instead of just spending the money, you could plan to pay yourself. About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 What do households do with that money? It varies. Last...
Should You File Jointly, Or Not?

Should You File Jointly, Or Not?

For many married couples, filing jointly is a good idea, but there are exceptions.  Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be...
Are You Committing These Financial Illegalities?

Are You Committing These Financial Illegalities?

Some people make money moves that may get them in trouble. Americans do many things with their money and invested assets, most of them on the up and up. There are exceptions, however – cases in which people unintentionally break the law, flirt with illegal behavior,...
When a Minor is a Beneficiary

When a Minor is a Beneficiary

Some factors for parents & grandparents to consider. Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that...