taxes tagged posts

Thanks to L. K. Benson for sharing with us.

Investment Markets

Investment markets started the year much the same way they ended 2023. US Large-Cap Stocks led the way again with a 10.6% return in the quarter. Eeveloped market international stocks and US Small-Cap stocks were not far behind at 5.8% and 5.2%, respectively. Those three asset classes posted the strongest returns in 2023 as well. Growth stocks continued to outperform Value stocks, though the margin narrowed from last year. Volatility remained quite low in the markets, with the Volatility Index (VIX) at the lowest level since 2017. The S&P 500 made 22 all-time highs in the first quarter after not making any new all-time highs in 2023.

When markets start hitting all-time highs, many investors worry that they should get o...

March Item of Value

No matter which of the online tax preparations you use, you’ll have an easier time then going about it on your own. Each of the three software options, which are updated as laws change, is user friendly and gives you prompts to all of the questions you need to answer. There are various version of each type of software, taking into consideration what type of filing you need to do. Help is available for those who need it.

Whether you decide to go with a professional accountant or using this software, you will still need the receipts, forms and other paperwork you’ve been saving for a year.

In this month’s item of value, learn about the three online tax preparation options available to you. Click here to get the full eReport.

It’s that time of year again – tax season. Tax time can be stressful for many people because they are not as organized as they should be. If you do your own taxes or if someone else does them, you still need to have your paperwork together.

Of course, throughout the year, we hope you were tucking away those receipts, pay stubs and W-2 forms for easy retrieval. Simply by putting everything in one location you will save time when you get ready to prepare your tax return. If you didn’t do that last year, get a box set up for this year where you can put all of your paper receipts.

If you pay bills online, you have confirmation emails, online banking statements, etc. All of those can be put in folders on your computer to keep it organized for tax season.

Check out our monthly item of valu...