Beyond the Numbers
Our Beyond the Numbers blog is published with articles on a monthly basis.
Tips for Working Beyond Retirement Age
You may be one of many Americans who plan to work into retirement. Some report they need to work because their savings declined over the past several years, while others say they choose to work because of the greater sense of purpose and engagement that working...
Getting the Most Out of Homeowners Insurance
Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof and too many surprises occur when you need your insurance after an event...
New Tax Rules Mean Changes for Retirement Accounts
The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you...
Business Advice: Every Impression Matters
With competition abounding for virtually every product or service, businesses need to hone every advantage available to them. One of the ways you can set your business apart from the pack is to create an awesome customer experience starting with the first interaction...
Know Your Rights When Debt Collectors Call
At some point in your life you may be on the receiving end of a debt collection phone call. More often than not, these calls are either fraud or in error, or may be due to some other unforeseen circumstance. Whatever the reason, what everyone should know is that there...
Plan Your Retirement Savings Goals for 2023
A big jump in cost-of-living calculations means a big jump in how much you can contribute to retirement accounts in 2023! Now is the time to plan your retirement contributions to take full advantage of this tax benefit. Here are annual contribution limits for several...
Alternative Ideas to New Year’s Resolutions
It’s that time again when everyone has high hopes for how they are going to better themselves during the new year. The traditional way many people set goals, however, doesn't seem to be working! According to The Economic Times, only 16 percent of people follow through...
It’s Tax Time! Tips to Get Organized
The beginning of a new year means Tax Season is on the horizon. Here are some tips to help get you organized. Look for your tax forms. Forms W-2, 1099, and 1098 will start hitting your inbox or mailbox in the next couple of weeks. If you have not already done so,...
Fork in the Road: Repair or Replace Your Vehicle
Deciding whether to put more money into an aging car or to replace it with a new or used vehicle is rarely a simple decision. Plus, skyrocketing vehicle prices and economic uncertainty are making the decision process even tougher. Signs it is Time to Replace Your Car...
Identity Thieves Love Tax Season
The vast amount of information shared online during tax season makes it a haven for identity thieves, and they're doing everything they can to take advantage of the opportunity. Below we’ve outlined ways that identity thieves are targeting you, common signs of ID...