Dave Says – Push the pause button
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. Push the pause button Dear ... Read More »
Home / Tag Archives: tax
Dave Says – This lady’s getting it done!
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. This lady’s getting it done! ... 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 »
Don’t play politics with your portfolio
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when it comes to your investments? Either way, you shouldn’t play politics with ... Read More »
Tips to help taxpayers avoid post-disaster scams
The IRS is reminding taxpayers that criminals and scammers often try to take advantage of generous taxpayers who want to help disaster victims. Everyone should be vigilant. These scams often pop up ... Read More »
Dave Says – A very generous offer
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. A Very Generous Offer Dear ... Read More »
How low can interest rates go?
Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index was paying over 7%. Today? Just 1%. This means in order for ... Read More »
Dave Says – Are utilities included?
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. Are utilities included? Dear Dave, ... Read More »
Should you change investments ahead of the election? Maybe.
Worried about what might happen to financial markets and your investments if we have the first contested election in 20 years, or if your candidate doesn’t win? You aren’t alone. Unfavorability ratings ... Read More »
Dave Says – Many benefits to budgeting
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, Some friends recently ... Read More »
Unemployment compensation is taxable; Have tax withheld now and avoid a tax-time surprise
With millions of Americans now receiving taxable unemployment compensation, many of them for the first time, the Internal Revenue Service is reminding people receiving unemployment compensation that they can have tax withheld ... Read More »
Dave Says – Teachable moments are valuable at any age
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. Teachable moments are valuable at ... Read More »
Who’s gonna pay for the ‘free’ lunch
The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has ... Read More »
Dave Says – Responsibilities come first
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. Responsibilities come first Dear ... Read More »
Effort to defund Fort Worth police defeated by voters
The defund the police movement has been rebuked in the nation’s 13th largest city where voters approved the continuation of a tax that funds the city’s police department. More than 64 percent ... Read More »
Nearly 1/3 of investors 65+ sold stocks at the market bottom
Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes, rather than make emotional decisions on the fly during times of duress ... Read More »
Dave Says – Tithe on stimulus check?
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. Tithe on stimulus check? Dear ... Read More »
IRS announces rollover relief for RMDs from retirement accounts that were waived under the CARES Act
The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a ... Read More »
Dave Says: Be professional and respectful
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. Be professional and respectful ... Read More »
The trouble with trillions
Recently, President Trump signed ‘phase 3.5’ of emergency interim coronavirus relief, which comes with nearly a half trillion dollar cost. All told the current running total is in the trillions, exceeding $4 ... Read More »
Use IRS non-filers tool to get Economic Impact Payment; many low-income, homeless qualify
The Internal Revenue Service is reminding low-income Americans to use the free, online tool Non-Filers: Enter Payment Info to quickly and easily register to receive their Economic Impact Payment. “The IRS is working ... Read More »
Dave Says: Is it an emergency?
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. Is it an emergency? Dear ... Read More »
Your taxes: Tax Day is now July 15, 2020
Because of the COVID-19 pandemic, you will now have more time to file and pay your state and federal taxes. Both the IRS and state revenue departments have extended the DUE DATE ... Read More »
Dave Says: Great start, but follow the steps
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. Great start, but follow the ... Read More »
Ways to avoid the new tax increase on retirement accounts
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ... Read More »
