You are definitely in good company if you receive your tax refund this year. Every year, millions of taxpayers get a lot of money from the IRS as soon as they file their returns. But...
Posted by Rosovich & Associates, Inc. on 09/10/2022
Marriage is a lifetime commitment in most regions. The responsibility affects your lifestyle, finance, and career. Having a joint savings or investment account can strengthen marriage...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 07/31/2022
Vanguard's established exchange-traded funds and mutual funds have been a long mainstay in 401(k) plans, retirement plans, IRAs, and managed portfolios.But longevity isn't...
Posted by Rosovich & Associates, Inc. on 07/18/2022
People may wonder if bonds are good investments. The truth is that such an answer depends on many factors, such as the types of bonds, the interest rate, and the bond's duration....
Posted by Rosovich & Associates, Inc. on 07/12/2022
Suppose you intend to invest but are still confused about how and what to invest; fear not. The goal is to walk you through the top three investment ideas as beginners. Investment...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 07/09/2022
A restricted fund is a set-aside account that holds money that can only be used for specific purposes. Restricted funds assure donors that their contributions will be used as they...
Posted by Rosovich & Associates, Inc. on 06/29/2022
Keeping old tax records can save you time and effort if you are audited or need to file an amended tax return. Previous tax returns can also help you document your income when applying...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 06/24/2022
Do you want your children to do better financially than you? Do you want them to stick to a budget and invest in their future? Financial education is essential.A 2018 National Financial...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 06/11/2022
The IRS may come requesting the previous record, and it is bad for you to have none. In such a case, you may face serious financial penalties. However, having a record for various...
Posted by Rosovich & Associates, Inc. on 06/10/2022
