by Karen Baksa | Aug 20, 2025 | Uncategorized
You’ve stocked up on notebooks, pencils, and glue sticks, and survived the school supply shopping rush. But the truth is, those are only the starting costs of the school year. Beyond the supply list, there are plenty of hidden expenses that can add up quickly. Here...
by Karen Baksa | Aug 7, 2025 | Uncategorized
The One Big Beautiful Bill Act of 2025 (OBBBA) contains a number of tax breaks for parents. Here’s a summary of what’s in the bill for families, including planning tips to make the most of each tax break. Parents get a permanent increase to the child tax...
by Karen Baksa | Jan 29, 2025 | Uncategorized
Get Ready for Tax Season: Stay Organized and Stress-Free With the new year comes tax season! As your tax documents start arriving, here are some practical steps to help you stay organized and ensure a smooth, stress-free filing process. 1. Gather Your Tax Forms Make a...
by Karen Baksa | Jan 16, 2025 | Uncategorized
The beginning of a new year is the perfect opportunity to go through a financial review checklist and revisit your financial, legal, and personal strategies. Here are some key areas to consider as you assess your plans and prepare for the year ahead: Reflect on Life...
by Karen Baksa | Oct 16, 2024 | Tax Tips
Putting off distributions and holding assets in your retirement accounts as long as possible may seem like a good idea, but waiting too long can cause a major tax problem. When you reach age 73, the trigger requiring minimum distributions (RMDs) from qualified...
