3 05, 2022

10 Things to Do with Your Tax Refund

2022-05-03T09:24:15-07:00May 3rd, 2022|Tax|Comments Off on 10 Things to Do with Your Tax Refund

WHAT TO DO WITH YOUR REFUND:   Start an emergency fund - It is recommended that you have 3 to 6 months living expenses set aside for emergencies. What is you got hurt tomorrow and could not work?  How would you pay your bills?  What if your car breaks down?  Using your refund to create [...]

10 12, 2021

Women and Divorce

2021-12-10T14:03:54-07:00December 10th, 2021|financial, financial news, retirement|Comments Off on Women and Divorce

Divorce can be a very emotional time.  It is important to not ignore the impacts on you financially. Divorce can devastate your retirement plan but you need to be proactive and take action. Here is a good article from MSN that can provide helpful information and tips. Remember, I am her for you or someone [...]

25 10, 2021

In Depth Tax Analysis

2021-11-10T07:54:27-07:00October 25th, 2021|retirement, Social Security, Tax|Comments Off on In Depth Tax Analysis

People are asking what can I expect from an in depth tax analysis strategy session. Well, you first will see what tax bracket you are in and where the next cut off is so you can plan for filling that tax bracket.  You next will find out what deductions and credits you qualify for plus [...]

5 10, 2021

October Market Update

2021-10-05T19:54:20-07:00October 5th, 2021|financial, financial news|Comments Off on October Market Update

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Monthly Economic Update Presented by Carla Merlak, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate [...]

5 10, 2021

End of the Year Money Moves

2021-11-10T08:17:04-07:00October 5th, 2021|financial, Tax|Comments Off on End of the Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2021. Provided by Carla Merlak What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you [...]

19 07, 2021

How to Save Money with Lake in the Hills Retirement Tax Strategies

2021-07-20T07:57:20-07:00July 19th, 2021|retirement|Comments Off on How to Save Money with Lake in the Hills Retirement Tax Strategies

Pay Fewer Taxes in Retirement with These Lake in the Hills Retirement Tax Strategies We all want to enjoy our retirement, but how do you get the most joy out of it? Many retirees think it’s as simple as saving up enough money to live comfortably. And while saving enough is part of it, people [...]

22 06, 2021

9 Awesome Reasons You Need Lake in the Hills Tax Services

2021-06-23T14:07:48-07:00June 22nd, 2021|Tax|Comments Off on 9 Awesome Reasons You Need Lake in the Hills Tax Services

Take the Stress Out of Tax Season with Tax Services in Lake in the Hills! What is your least favorite part about doing your taxes? Is it how long it takes to do them, or is it the uncertainties that arise along the way? Of course, the looming presence of the IRS is also never [...]

9 06, 2021

Payments for the new $3,000 child tax credit start July 15

2021-06-09T08:15:45-07:00June 9th, 2021|Uncategorized|Comments Off on Payments for the new $3,000 child tax credit start July 15

The IRS is set to begin advanced payments of the enhanced child tax credit (CTC) on July 15, and 88% of families with children in the U.S. will get the benefit automatically, the agency recently announced. The enhanced credit, a component of President Joe Biden’s American Rescue Plan (ARP), increases the existing tax benefit eligible [...]

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