Tax

Custodial Accounts: Non Tax Advantaged Savings Account[Video]

[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.

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Tax Underpayment Penalties Aren’t Worth Paying [Video]

No one enjoys paying money to the state or the IRS. On top of that, adding insult to injury, there are underpayment penalties and interest!

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Tax Extension To July 15

Tax Extension To July 15 Are you expecting a refund? Depending on how tight money is right now, you might want to file as soon as possible to get that refund check!   Or maybe you want to wait as long as possible before filing to hold onto your finances longer.   Depending on which…

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Study Your Pay Stub[Video]

So we’ve all had the joy of opening a pay stub, expecting a big amount, and then looking at the bottom and being very disappointed. The goal in this video is to walk you though your pay stub, whether this is the first time reviewing a pay stub or you have done it years upon…

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Financial Design Studio one size fit all

[Video] Does One Size Fit All?

STEPHEN SMALENBERGER, EA ® Hats…I love hats.  I have some that are falling apart because I’ve worn them so much.  They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all. But even though that sounds great…

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How To Change Your Tax Return Results [Video]

Just filed your tax return? Did you have a refund, owe money, or break even? Read more to change your tax return for next year’s result.

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