Happy 4th of July! Is Your Tax House In Order?

“In the truest sense, freedom cannot be bestowed; it must be achieved.” — Franklin D. Roosevelt

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What does freedom mean to you?

Is it something as simple as relaxing by a favorite lake or ocean?

Or maybe it’s the ability to retire a little early and pursue a passion project or second career that you’ve always wanted to try?

Whatever your definition, most of us crave freedom and work hard toward our goals to achieve it. One way to help achieve financial freedom is to understand the recent income tax changes and how they may affect you. We have included an IRS Tax Calculator that will help you make sure you have the proper withholdings, which could mean avoiding unpleasant surprises at tax time.

And especially for the sports fans, we invite you to learn how winning basketball teams and successful financial portfolios are related. Make sure to also catch the articles at the end about Money Saving Tips for Summer and Camping ideas. We hope you are enjoying fun and rewarding activities this summer.

Happy 4th of July!  

Taxpayers Who Usually Itemize Deductions Should Check Their Withholding

Under the new tax laws, fewer people will need to itemize deductions, but if you itemize, consider checking now to see if you’re withholding enough from your paycheck. The IRS Tax Calculator will assess any adjustments that should be completed as soon as possible to avoid overpaying or owing a penalty at tax time.

3 Investment Lessons from the NBA Finals

Do well-constructed financial portfolios and winning basketball teams have something in common? The best teams and portfolios use diversification, a strong defense (against volatility), and follow a well-thought-out game plan to win the championship (and meet your long-term goals).

5 Money-Saving Tips for Summer

If you want to make your money go further this summer, take a look at these smart money saving tips. Discover more fun in the sun for less cash.  



30 Brilliant Camping Hacks I Wish I Knew Earlier

If you are looking for new and inventive ways to enjoy the great outdoors, these creative camping ideas are for you. Learn how sage can combat mosquitos, corn chips can start a campfire, and how an acorn cap can make a reliable whistle.

We hope you enjoyed our post. Please share it with your family and friends! Happy 4th of July!