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Archive for April 2019

Tax Season Has Arrived

One of the key principles of the 2017 Tax Cuts and Jobs Act was that reforms were rendered so simple that taxpayers could complete their form 1040 on a postcard. Last summer, the IRS unveiled a new tax return postcard just for this purpose.1 The reality, however, is that taxes are never simple, and simplicity…

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Navigating your finances as a couple

Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how you can better work together with your spouse as you navigate 2019. Particularly for those who file jointly, it’s important for both spouses to understand…

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Savings Ideas for Health Insurance

The growing cost of medical services and health insurance in the United States is a problem that is not isolated to a single demographic. Many people are impacted. The latest surveys of American businesses report that health insurance and benefits are one of their greatest expenses, second only to employee payroll. Companies used to subsidize…

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