The Missouri House this week passed a bill that would exempt religious and private schools from the state’s minimum-wage law. In 2018, Missouri voters approved incrementally raising the state’s minimum wage to ...
Read More »The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there and with the recent passage of the SECURE Act things are ...
Read More »Son of pastor John MacArthur charged in investment scheme
Mark MacArthur, son of pastor and radio host John MacArthur, has been charged with defrauding clients in a $16 million investment scheme. The Securities and Exchange Commission charged the California-based investment advisory ...
Read More »Don’t be victim to ‘ghost’ tax return preparers
With the start of the 2020 tax filing season near, the Internal Revenue Service is reminding taxpayers to avoid unethical “ghost” tax return preparers. According to the IRS, a ghost preparer does ...
Read More »Dave Says: Teaching the value of work…and money
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, Is it okay ...
Read More »Trump donates salary to opioid treatment
While most politicians actually become millionaires while in office, Donald Trump continues to be the only President who donates all of his salary. As has been the case since he became president, ...
Read More »The stock market in election years: should you be worried?
A common question I’ve heard as of late is ‘what’s the stock market going to do given the upcoming election?’ Well let’s start by looking at how the S&P 500 has fared ...
Read More »Chiefs’ Super Bowl appearance boosts Kansas City worldwide
The city of Miami will reap an economic windfall from this year’s Super Bowl. But will the Chiefs’ worldwide exposure also benefit Kansas City? Yes, said a professor at the Missouri University ...
Read More »Get ready for taxes: Important things to know about refunds
As tax filing season approaches, the Internal Revenue Service cautions taxpayers not to rely on receiving their refunds by a certain date, especially when making major purchases or paying bills. Some ...
Read More »Dave Says: Should you have renter’s insurance?
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, We just helped ...
Read More »The 401(k) / IRA IQ Quiz: How safe is your retirement?
While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...
Read More »Dave Says: The partnership, not the family, is the problem
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, My two brothers-in-law ...
Read More »Stock market continues historic surge to 29,000
The stock markets opened to another round of all-time highs on Friday morning as the Nasdaq Composite was on track for its 11th straight record close. Under President Trump’s re-ordering of world trade ...
Read More »The ‘7% guaranteed’ annuity myth
One of the most common things I see when someone comes into our office for the first time if they own or have been pitched an annuity is the belief that the ...
Read More »It’s possible to celebrate the season without debt
Nearly one in 10 Americans is still paying off debt from Christmas shopping – in 2018. Even with the strongest economy in 50 years, many consumer still purchase more than they can ...
Read More »Need to amend a tax return? Here’s what you should know
Taxpayers may discover an error after filing their taxes. They shouldn’t panic, they just need to correct it by filing an amended tax return. Here are some common reasons to file an ...
Read More »Drop in charitable contributions tied to decline in religious affiliation
Charitable contributions are down in the United States, and faith may have something to do with it, according to Marketwatch. The share of U.S. adults who donated to charity dropped significantly between ...
Read More »401(k) Plan Owners: Watch Out
If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup ...
Read More »Dave Says – Helping is often more than just giving
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Helping is often more than ...
Read More »Do you need help with your IRS problem?
The first IRS problem would be if you have not filed tax returns for several years. After 3 years, the taxpayer will not get his refund if one is due him. The ...
Read More »Beneficiary mistakes can cost a fortune
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily ...
Read More »Is Wall Street paying attention to Christian investors?
Something special is took place on Wall Street this morning, says National Association of Christian Financial Consultants (NACFC) leader and co-founder Mark Minnella. At 9:30 a.m. each morning in New York City, the ...
Read More »Dave Says – You don’t fake poor
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. You don’t fake poor Dear ...
Read More »What are Enrolled Agents and how can they help you?
Enrolled Agents are tax professionals licensed to represent taxpayers before the IRS. The Enrolled Agent designation dates back to 1884, when many taxpayers were victimized by unscrupulous representatives when claiming losses in ...
Read More »Margin KC brings Dave Ramsey’s teaching to more than 100 local churches
Thousands of Kansas Citians are carrying their checkbooks as well as their Bibles to church this fall. It’s not to write out big tithe checks (although they likely would be welcome) but ...
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