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More people are reporting feeling the financial “pinch” this year. In fact, bankruptcy filings for individuals and small businesses have increased sharply. Business Chapter 11 filings reached a dramatic 67% surge in February compared to the previous year. People also are moving to regions with a lower cost of living and where housing is more […]
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We all have that one restaurant—a place where the lighting is perfect, the service is seamless and the first bite of your favorite dish feels like a warm hug. Often, we save these spots for “someday,” fearing that a single meal will derail our financial goals. But here’s a secret: You don’t have to choose […]
Parenting doesn’t begin and end with bringing a child into the world — it’s a lifelong journey of decisions that shape their future and yours. And one of the most powerful ways to lead well as a parent is to lead wisely with your finances. Here’s some practical financial guidance to help you build stability, […]
Birds chirping, flowers blooming — it’s the time of year again that ignites renewed energy. Can you feel it, the adrenaline rush to get started on the project that you’ve been thinking about all winter? Whether big or small, you’re excited to get things started because it’s spring and the wait is over. Maybe you’ve […]
By Angela T. Herzog Congratulations, business owner — you’ve successfully made it through tax season! Now is the perfect time to regroup, strategize and plan for next year by staying organized and up to date on tax law changes. Spring or summer can be the perfect time to meet with your CPA or tax preparer […]
Millions of Americans are preparing to retire over the next couple of years, and many are sitting on a gold mine. While scurrying around to pay off credit card debt and max-out their 401(k), they analyze their expenses looking for anything they can cut to retire sooner while often overlooking their largest asset. LOWER EXPENSES […]
By Irene Magee, Magee Financial Services Bring the right documents. Have your photo ID, Social Security cards (you + dependents), W-2s/1099s, and last year’s return—missing paperwork is the #1 reason refunds get delayed. Your filing status matters. Single vs. Head of Household vs. Married (Joint or Separate) can change your refund a lot—don’t guess. If […]
