Adjust Your Withholding to Better Manage Your Money
By: Jimmy Peters CPA Published on: 14/07/2024Received a large tax refund this year? Learn why adjusting your withholding might be a smart move. Keep more money in your pocket throughout the year and avoid giving the IRS an interest-free loan. Contact our office for help
Why Life Insurance is Still Relevant in Estate Planning
By: Jimmy Peters CPA Published on: 07/07/2024Life insurance remains vital for financial security despite changes in estate tax laws. Learn when to reevaluate your coverage and how to ensure you're adequately insured for your loved ones' needs.
Avoiding Costly Mistakes in a Smart Tax Divorce
By: Jimmy Peters CPA Published on: 05/07/2024Divorce can be financially complex, with significant tax implications. Avoid costly mistakes by understanding key tax issues such as alimony, property division, and retirement accounts. Consult professionals to navigate the process and secure your financial future.
The Pros and Cons of Paying Off Your Mortgage Early
By: Jimmy Peters CPA Published on: 05/07/2024Explore the pros and cons of paying off your mortgage early. Understand the benefits of lower monthly expenses and faster equity growth versus the downsides of lost tax benefits and missed investment opportunities. Make an informed decision.
