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Accounting ServicesBusinessEmploymentEstate PlanningFinancial PlanningProperty TaxTax PlanningTax PreparationTax ResolutionUncategorizedWise Living

You Can Use IRA, 401(k) And Retirement Funds To Qualify For A Mortgage

It used to be hard for retired borrowers to buy a home or refinance a mortgage because lenders insisted on seeing their current income – the kind that comes from […]

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Is Long-Term Care Insurance Worth The Cost?

Have you ever worried about medical costs consuming your savings as you age? If you live in the United States and plan to live into retirement, the answer is almost […]

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How To Win A Penalty Waiver If You Miss A Payroll Tax Payment

When you don’t pay your payroll taxes, the failure-to-file, failure-to-deposit and failure-to-pay penalties the IRS assesses can potentially double the amount you owe. If you made an isolated mistake and […]

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How Long Should You Keep Tax Records?

As with almost every question relating to taxes, there is not one simple answer. How long does the IRS say I need to keep my records? A good place to […]

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