Blog

Scan it.

Choose a secure online storage system. There are a lot of choices from Google Drive to Dropbox to Apple iCloud, but they all basically perform the same function and for personal users they are generally free. When you take a look at these services think about which one suits your needs in terms of ease of use, accessibility and your lifestyle.

Keeping financial documents organized and archived can be a chore. However, when staying organized becomes a routine and you provide yourself with the proper tools, staying organized can be easier than you think. On top of that, keeping your financial documents in order can really pay off.

Are you self-employed and still want an employee matching retirement contribution plan? Well, you can with a SIMPLE IRA.

Being a sole proprietor has its tax advantages. Find out how you can benefit.

Buying a home can be a complex issue in itself and that’s on top of just being able to afford it. Here are some tips to bring it closer to reality.

If you realize you made a mistake on your taxes you already filed. Don’t worry, here’s what you need to do.

So your friend was in a pinch and you thought they’d be good for it and they weren’t. It’s not all bad; you can lower your taxable income as a result.

Maybe you loaned money to a friend to help with a struggling situation. But now it’s beginning to look like you are never getting paid back.

Grandparents can help with college and lower taxable income.

A grandparent helping their grandchild pay for college can be a win all around. When a grandparent that contributes to a 529 savings plan, it lowers assets within the grandparent’s estate. This helps lowering estate tax.

Reverse Mortgages are usually marketed in an appealing way. This could lead to someone asking how is it possible to pay a mortgage in reverse?