Category: Taxes

5 Things to Keep in Mind Before You Refinance (Advice From a Pro)

Several years ago my wife and I decided to refinance our home (and then a year later, our rental house). One of the main reasons for the refinance was to lower our monthly payment as well as take advantage of the lower interest rates. Another factor was that we didn’t have any short or long-term …

Read more

Integrity in Finances

Writing this post is going to cost me. I did the calculation today, actually. It’s going to cost me $7. It’s not for an internet fee (TTG pays that). It’s not for the Dr. Pepper I had to drink to stay up late to write it (that was $1.27 at QuickTrip). It’s what I owe …

Read more

How to Make Sure Your Taxes Are Done Correctly

Unfortunately, there is no way around doing your taxes. You either need to do ‘em yourself OR get someone knowledgeable enough about tax law to do them. To top it off, you want to make sure they are done right. A couple years ago, I wrote about how the Government Accountability Office (GAO) did a …

Read more

How to Estimate Your 2014 Tax Return

When I was younger, I used to love doing my own taxes. My dad would pick-up a 1040EZ form from the library and help me get my W-2 together from my employer. Things were easy then. And, I always got a refund. 

Read more

6 Ways to Save Money When Filing Your Taxes

Americans spend $140 billion per year to comply with the tax code – that’s a lot of money. And, although that figure may be enough to tempt you to look for ways to cut back on tax prep services, H&R Block reports that consumers who prepare their returns themselves leave $1 billion dollars in unrealized tax savings on the …

Read more

4 Things to Do Before 2014

A lot of time and energy is focused on the holidays at the end of the year. But it’s important to set aside some time for your finances as this is the last chance to make adjustments for 2013. As you get ready to ring in the New Year, here are a few financial matters …

Read more

9 Ways You’re Wasting Your Tax Return

According to an annual survey from Capital One Bank, this year’s average tax refund is expected to be $2,803. With such a nice chunk of change, not dreaming about exotic vacations and enormous televisions is nearly impossible.Pledges to pay down debt and boost your savings account are all well and good, but a quick injection …

Read more

Should I Cash In My Pension?

About two months ago I got an unexpected “time sensitive” letter from my former employer notifying me that they were offering me an early buyout of my pension. You see I’d left my former employer after 11.5 years of employment and had accumulated a pretty good nest egg pension. In my mind I considered this …

Read more

A Handy Checklist for Your 2012 Taxes

Two years ago, we had our taxes done by a tax professional because I knew they were going to be complex. I had just gotten married, did some side work as a designer, we moved to a new house (which meant I would need to pay back my first-time homebuyer credit – or loan if you …

Read more