Finances FYI

Straight-forward tips and best practices to help improve your finances.

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Basics of Estate Planning and Your Digital Assets

Photo: milkos via 123RF When it comes to looking to the future, one of the most important steps you can take is forming an estate plan. Unfortunately, because estate plans are meant for use after your death or incapacitation, it can be uncomfortable to think about estate planning or discuss it with your loved ones.…

Guide to Preparing Your Taxes for 2023

Photo: Andriy Popov via 123RF Taxes are due in April, and while preparing a return can be stressful, working ahead of time can eliminate much of that anxiety. Don’t let the deadline sneak up on you this year. Instead, optimize what you get back in taxes by following these five steps to file your return. Step…

How to Keep Your Identity Safe This Year

Photo: lightwise via 123RF Reported incidents of identity theft and fraud have seen a steady uptick, with 5.7 million cases in 2021, according to the Federal Trade Commission. The most commonly reported form of identity theft is credit card fraud, followed by government documents or benefits fraud, loan or lease fund fraud, employment or tax-related fraud, bank…

Here’s the Best Tax Software for 2023

Photo: Khaosai Wongnatthakan via 123RF One of the downsides of the U.S. tax system is its complexity. Every year, millions of residents struggle to determine how much they owe, whether they qualify for a refund, and how to file their myriad tax forms. Plus, because tax forms go out by the end of January and taxes…