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Mark This Deadline on Your Calendar

December 31 marks the last day of the year, and you might have planned something exciting for New Year’s Eve. But it’s also the last day to make contributions to charities, if you plan to use those contributions as a deduction for the 2022 tax year. Here’s what you need to know. Limits on charitable [...]

By |2022-12-06T10:01:07-06:00December 1st, 2022|Financial tips|0 Comments

6 People to Whom You Should Never Wire Money

You probably know that where opportunity exists, con artists will take advantage. Unfortunately, the rise of digital money movement services, like Venmo and Zelle, has offered plenty of opportunity to unscrupulous folks who wish to take advantage. The services themselves are legitimate, but some of the people requesting money transfers are not! If you receive [...]

By |2022-09-08T05:16:56-05:00September 8th, 2022|Financial tips|0 Comments

How to Avoid Fraud at the Gas Pump

Most of us are feeling a bit on edge about gas prices lately. So the last thing you need is even more trouble at the gas pump! But that’s exactly what can happen if you accidentally use a credit card machine that has been equipped with something called a “skimmer” that steals your card number [...]

By |2022-07-19T11:34:26-05:00July 19th, 2022|Financial tips|0 Comments

Is the Time Right for a Roth Conversion?

We often think of market downturns as bad things, but we can also reap some benefits from the situation. In particular, this might be the right time to pursue tax-saving opportunities such as a Roth conversion. What is a Roth conversion? When you first established your retirement account, you choose between a traditional or Roth [...]

By |2022-05-17T13:31:24-05:00May 17th, 2022|Financial tips|0 Comments

5 Moves to Make With Your Tax Refund

Receiving a nice, fat tax refund check can provoke quite a bit of temptation. You might consider rushing off on a dream vacation, or at least purchasing an upgraded home entertainment system. But if you view your tax refund as a chance to get ahead and change your circumstances, it can make a significant difference [...]

By |2022-03-09T18:13:55-06:00March 9th, 2022|Financial tips|0 Comments

6 Reasons to Pay Off Your Debts

You’re always hearing about the high cost of pay interest on debts, especially credit cards. And of course, no one enjoys wasting money! But there are even more reasons that paying off your debts can be a very wise decision. Freedom. Not only are you free from those notices that keep showing up in the [...]

By |2022-03-08T05:25:35-06:00March 8th, 2022|Financial tips|0 Comments
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