There is still time to save on your 2016 taxes!

Save money on 2016 taxes!

There is Still time to Save on Your 2016 Taxes!

So its 2017 and its been so warm here in New Jersey that the spring flowers have started to come out in my yard. You should have received your W2 form from your employer and you might have your tax return finished or at least you’re thinking about how you’re going to get your tax preparation completed. March Madness is beginning and the Grapefruit League is in full swing down in Florida. So does that mean its game-over for tax savings in 2016? Absolutely not! There are still moves you can make in the beginning of 2017 to lower your 2016 taxes. read more

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Keeping Financial Documents

Keeping Financial Documents

Drowning in a Sea of Paper

Its that time of year. You are getting all those tax forms in the mail: W2, 1099, 1098, 1095, etc. You probably get bank statements, brokerage statements, and bills. Once your taxes are done, you will get copies of your returns to keep. When do you throw it all out? Can you ever throw it out?  What financial documents do you need to keep? My dad died in 2013 and not only did I find every bill, bank statement, and tax return from the past 50 years, I also found bank statements from my grandparents. My parents had just packed each year in a supermarket back and thrown it into a large closet. Is there a better way? There sure is! read more

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