Blog

I'm going to stick with last week's theme on being financially independent because I got some nice feedback.Before I get there, a quick word about the IRS for our friends in Philadelphia...Per Kiplinger, as of June 25, the IRS had a backlog of 16.7 million 2019 and...

I normally don't send these special bulletins, but I wanted to get this to Philadelphia parents ASAP. You probably heard on the news that the IRS is sending out "advance payments" of $250 - $300 per month for children. The first advance child tax credit payments went...

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Philadelphia clients, a weight of cultural fissure and confusion. More and more think pieces are...

Whether it's an annoying duck with a one-word vocabulary, or a refined gecko, or a personified mayhem, you've undoubtedly been bombarded by commercials from company after company trying to get you to switch auto insurance carriers.Have you shopped around for this...

An identity is stolen every two seconds in this country.Yeap, you read that right. Every TWO seconds. Yeah"¦ that's a lot. That means that either you or people you know in Philadelphia have fallen victim to identity theft.It's the #1 type of complaint received by the...

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Philadelphia people who...

We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial.In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

Memorial Day weekend can sometimes feel a little ... jarring.Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms.However, if you get the chance to...

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I'll soon take up non tax-related content. Goodness knows, I need a palate...

These days, it seems like everybody and their uncle has a "side hustle."From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn't mean we're not still here for you.In fact, with the IRS experiencing a litany of problems right now, we'll gently recommend a little tax return...

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in Philadelphia, daydreams like these become more frequent while contemplating retirement (not just surviving...