5 Tips to Financially Prepare for the Holidays

For many people, one of the most dreaded things about the holiday season is not the fear of being a Scrooge. It’s just the reverse—the temptation to overspend. It’s easy to think, just one more toy for the little ones, or an extra pair of gloves, or the perfect earrings…and somehow during the holiday whirl we load …

Tax Organization

As the days count down to April 15, it’s time to start gathering your documents. The sooner you submit your taxes, the sooner you have peace of mind (and possibly your refund). As forms from your employment and bank accounts come through the mail, put them in a Tax Organizer and keep them together. Whether you …

How To Keep Your Resolutions

The results are in – here are the top five resolutions from our 2012-2013 survey: 1.      Become more physically fit 2.      Improve financial condition 3.      Improve health 4.      Lose weight 5.      Read more/become more educated In an interesting twist, we also asked our respondents about their resolutions’ duration, both which resolution they gave up first …

Healthy Lunch

If you’re thinking of eating healthier and saving money, lunch is a great place to start. The site Accounting Principals surveyed 1,000 people and found that each year, the average American spends $1,092 on morning coffee and $1,924 on going out to lunch. That’s more than $3,000 – think of the groceries that you could …

Being Your Own Accountant

With the recent changes to the world economy, more and more professionals are earning their money through contract work rather than full-time employment. Unfortunately, with self-employment, you have to do your own accounting. Whether your home-based business is your main source of income or just for a little extra on the side, keeping track of …

Organizing Tax Documents

During tax season most of us will spend some time digging through our filing cabinets. Most likely, there will be all sorts of documents from past tax years – medical bills, W2s, interest statements, and, frankly, some things that we’re not sure why we’re keeping. This tax season, go through your old documents and throw …

Tax Time Preparation

Tax season is upon us – do you know where your documents are? Tax documents from your employers start arriving in January (by law, employers must send W2 forms before Jan. 31). If you want to get ahead of the game, or if you misplaced a document, check to see if your employer provides online …