Beyond the Numbers

Our Beyond the Numbers blog is published with articles on a monthly basis.

How to Find the Best Bank for You

How to Find the Best Bank for You

A checking account at one bank is the same as a checking account at another bank, right? Well, maybe not. There are several things to consider as you decide what's really important to you in selecting a bank. Let's take a look... The online bank versus nearby location...

Ideas to Lower Your 2021 Tax Bill

Ideas to Lower Your 2021 Tax Bill

Now is the time to begin tax planning for your 2021 return. Here are some ideas: Contribute to retirement accounts. Tally up all your 2021 contributions to retirement accounts so far, and estimate how much more you can stash away between now and December 31. Consider...

Small Business IRS Audit Mistakes

Small Business IRS Audit Mistakes

In late 2020, the IRS announced that it will increase tax audits of small businesses by 50 percent in 2021. Here are several mistakes to avoid if you do get audited by Uncle Sam. Mistake: Missing income. A long history of investigating has led IRS auditors...

Know This Number!

Know This Number!

Knowing your net worth and understanding how it is changing over time is one of the most important financial concepts that everyone needs to understand. This number is used by banks, mortgage companies, insurance companies and you! Your net worth impacts your credit...

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