Category Archives: Individuals


Simple Ways To Protect Your Bank Account

03

Dec 2014

Simple Ways To Protect Your Bank Account

Fraudulent activity affects many people worldwide. Luckily, there are a few simple things you can do on your own to protect yourself from trouble and avoid losses. Stay On Top of Things: Check your balances and statements regularly to ensure that you’ll catch an act of fraud quickly if it does occur. One problem that can come up for those who aren’t on top of…

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Sweet Tax Breaks That Only Homeowners Can Enjoy

04

Nov 2014

Sweet Tax Breaks That Only Homeowners Can Enjoy

There are many compelling reasons to own a home – some personal, some financial. While you’ll continuously reap the benefits of owning a home, you’ll really catch a break during tax season. Happy homeowners get to experience some appealing tax benefits. Mortgage deduction is one of them, which allows you to deduct the mortgage interest paid on your home. This is a big one! You…

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Do You Know Where Your Tax Breaks Are Going?

24

Oct 2014

Do You Know Where Your Tax Breaks Are Going?

If you’ve been planning what to do with your tax refund, you may want to hold tight. Over 50 tax breaks are left in the hands of Congress, many of which expired in December 2013, and some that most likely effect you directly, specifically students, retirees, and homeowners. Congress has not yet approved an extension for many of these popular tax breaks, which of course can…

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The Best Ways to Maximize Your Social Security Benefits

19

Oct 2014

The Best Ways to Maximize Your Social Security Benefits

For a lot of us, Social Security is something we often hear about, but maybe don’t spend too much time thinking about. While reaping the benefits of Social Security may seem like something in the far future, we’ve shared some ideas to help your make the most of all your hard work when the time comes. One of the best ways to ensure you’re receiving…

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Teach Your Children How to Save (The Right Way)

07

Oct 2014

Teach Your Children How to Save (The Right Way)

As you continue on your journey to grow your art, brand, business, etc., it is only natural to seek out financial advice. If you’re a parent, aunt, uncle, or grandparent, how do you prep the next generation for a successful future without handing it to them? Here’s a few sensible ideas for instilling valuable money knowledge to your young ones in an effective and beneficial…

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How To Get Yourself Out of College Debt

10

Sep 2014

How To Get Yourself Out of College Debt

Student Loan Forgiveness and the 7 Repayment Options The theme this month has been back to school: student loans, college payments, financing, and the like. Especially today, student debt can be consuming- making it next to impossible for graduates to build their savings account, or just get through day-to-day life without financial worries. You’ve probably scrolled through Facebook or heard on television about Obama’s “Student…

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How Can I Save Money on College?

06

Sep 2014

How Can I Save Money on College?

Grab your books and your cash, it’s back to school time! Whether you or a loved one is getting started on their educational journey, we all know how expensive college can be. Educate yourself on these back-to-school tax credit tips from the IRS: There are two types of educational credits, the American Opportunity Tax Credit and the Lifetime Learning Credit. Students who quality for the…

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What To Do If You Owe Federal Taxes

27

Aug 2014

What To Do If You Owe Federal Taxes

If you wound up owing the IRS money this past tax season, there’s a few payment options available to get it taken care of before next tax season creeps up on you: Pay Up! As with any bill out there, the best option is to just pay it all right away. It saves you more money in the long run, and you won’t be in…

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Is It a Business or a Hobby?

25

Aug 2014

Is It a Business or a Hobby?

Fun in the Sun or Future CEO: How to Handle Your Money-Making Hobby If you’re fortunate enough to engage in a hobby that brings you some extra cash- great! You do, however, have to report this extra income on your Federal Tax Return. To report your income correctly, you’ll have to determine if whether your activity is a hobby or a business. So, how do…

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Home Buying Tips

20

Jun 2014

Home Buying Tips

When Love at First Sight Just Isn’t Right (And Other Home Buying Blunders to Avoid)…   One common mistake first time buyers make in San Diego is falling head over heels too quickly. You probably have a picture in your head of what you want your home to look like: maybe a large yard, spacious kitchen, hardwood floors, a fireplace…whatever it may be, don’t let…

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