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The IRS $600 Rule, Simplified

There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which should surprise no one; confusion and the IRS have a long history.

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Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

What Is a 529 Plan?

Do you have children? If so, you’ve likely spent time wondering how you’re going to pay for their college education.

I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...

Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

How to Dig Yourself Out of Debt

Debt: the deep hole that seems so effortless to dig but impossible to climb out from. With every new credit...

Budgeting for Charitable Giving Can Increase Your Happiness

Tithing, or giving 10 percent of one’s income or crops to a religious entity, is an ancient practice. In fact,

Five Steps to Cutting the Financial Umbilical Cord

One of the biggest impediments standing in the way of retirement for today’s baby boomers is their children. Everyone knows...

Teaching Your Kids about Money, Part 1

Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...

Trends in Charitable Giving

Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S….

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…