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2018 IRS Tax Refund Schedule (2017 Tax Year) – When Will I Receive My Tax Refund?
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7 Ways to begin the New Year on a strong Financial Footing
3
Use Internet Saving Memes to Save the Old-Fashioned Way
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Avoid Post-Holiday Spending Guilt
5
Is A Donor Advised Fund Right for You?

2018 IRS Tax Refund Schedule (2017 Tax Year) – When Will I Receive My Tax Refund?

When it comes to filing a tax return, there are a few questions that people care about more than any other – how much am I paying on taxes, how much will I get back in my tax refund, and when will I receive it? Everything else, the say, is just details.

There is no quick and easy answer to the first two questions. However, we can give you a rough idea of when you will receive your tax refund, but only if you file your federal taxes electronically using a software program or with the IRS E-File. Expect longer

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7 Ways to begin the New Year on a strong Financial Footing

Welcome to the New Year, 2018! There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis.

Do You agree? If you do, here are seven ways to get you on a firm financial footing. Let’s discuss.

1. Organize Your Finances

I recently met a couple who are in their late forties. Each had a 401(K) account with his or her current employer. Husband had three traditional IRA accounts and one ROTH IRA account. Wife had two traditional IRA …

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Use Internet Saving Memes to Save the Old-Fashioned Way

Perhaps you have seen memes online like the one pictured here and thought that this was something you should do. It may seem old-fashioned but whether you manually set aside the money each week or schedule automatic deductions, these memes are on the right track to get people to save.

Many of us intend to save and don’t get around to it. Memes like this break down a savings plan into manageable steps. In eras past, people would join savings clubs at credit unions or put aside money in conjunction with their friends so they could cheer each other on.…

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Avoid Post-Holiday Spending Guilt

A day after many of us have unwrapped gifts and eaten too much, we may feel guilt for some of our excesses. There are ways to avoid the post-holiday guilt that people feel after the winter holidays. For some, it won’t hit until after New Years Day or some time early next year when bills arrive.

If you haven’t followed the financial planning advice you have heard this holiday season, you can still start the near year on stable footing.

Return and donate. Sometimes just looking at objects we don’t find useful or comforting can make us feel unhappy…and whether …

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Is A Donor Advised Fund Right for You?

Executive Summary: Setting up a Donor Advised Fund (DAF) for 2017 (before December 31, 2017) and front loading charitable deductions can save you thousands of dollars in taxes immediately, while directing distribution to charities in/for future years. Even if you decide not to establish a DAF, you should consider whether accelerating next year’s charitable contributions to 2017 makes sense for you, especially if you are phased out of itemizing deductions starting next year.

As you’ve heard by now, President Donald Trump has signed the Tax and Jobs Act of 2017, which mostly makes sweeping changes to tax rates and eliminates …

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