Divorce: Knowledge is Power

Divorce: Knowledge is Power

If you’re contemplating a divorce, it’s really important — even before you go to an attorney — to get your paperwork in order. The best defense is not offense, it’s knowledge. Granted, achieving that knowledge is easier said than done, especially in the...
Pre-Tax Preparation

Pre-Tax Preparation

As January 31 approaches, your mailbox should start filling up with forms like we talked about last week and earlier this month. But we’re not done! Form 1098: Use Form 1098 (Info Copy Only) to report mortgage interest of $600 or more received by you during the year...
Know Your Forms

Know Your Forms

The gig economy — and 2024’s new reporting rules for PayPal, etc. — are going to make 1099s more “popular” than ever. There is a dizzying array of situations that call for 1099s, and it’s on us to know.    For example, there’s a long-standing rule at the IRS which...
Dry January — for Your Wallet

Dry January — for Your Wallet

If you’ve been following my advice, try something new: No non-fixed spending for the rest of January. Think of it as Dry January for your wallet. The big, post-holiday credit card bills are on their way, and a little cutting back may retroactively make your holiday...
Organization Tips for January

Organization Tips for January

National Get Organized Month is here! Previously I wrote about getting organized, but I neglected to talk about getting your online self organized.  There are more than enough reasons to play close attention to the cybersecurity of your personal or business presence...