Blogs

Audit-Readiness Checklist: Stay Prepared Year-Round

Audit-Readiness Checklist: Stay Prepared Year-Round

Time to Breathe: You're Done with Taxes! Filing taxes can be a relief, but the possibility of an audit might still linger in the back of your mind. While audits are rare, being prepared year-round can

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7 Fun Facts About Taxes That Will Surprise You

7 Fun Facts About Taxes That Will Surprise You

Taxes, the word alone can send shivers down your spine, right? Typically bundled with stress and looming deadlines, taxes are seldom seen in a fun or quirky light. But what if we told you there's a su

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Back-to-School Tax Tips: Maximize Your Savings

Back-to-School Tax Tips: Maximize Your Savings

The back-to-school season is upon us, and if you're like many families, you're probably in the thick of navigating school supply lists, coordinating new routines, and adapting to the general bustle th

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Back-to-School Financial Wellness & 401(k) Preparedness

Back-to-School Financial Wellness & 401(k) Preparedness

Back-to-School Season: A Time for Financial RefocusAs the back-to-school season approaches, it serves as more than just a transitional time for kids and students. This period offers employees a symbol

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Social Security Fairness Act: What You Need to Know

Social Security Fairness Act: What You Need to Know

Understanding the Impact of the Social Security Fairness Act On January 5, 2025, a groundbreaking change occurred for retirees across the United States with the signing of the Social Security Fair

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