Holiday Scams and Prevention Tips
Click here for a list of charities eligible for tax exempt status by the IRS.
Click here to see how charities will use your donation.
Click here to check a business with the Better Business Bureau.
Year-End Tax Moves to Save in 2017:
1. Donate to charities
2. Max out your retirement contributions
3. Review your FSA account
4. Home Tax Breaks
5. Pay College Costs Early
Click here for more information on the American Opportunity Tax Credit
Click here for a vacation budget worksheet
Preventing Identify Theft
Click here to get your free credit report
Click here for a list of documents to shred
Midyear Review of Your Finances
1. Look at Your Budget
Click here for a holiday budget worksheet
2. Review Your Retirement Accounts
3. Check Your Emergency Fund
4. Deal with Debt
5. Plan for Taxes