-
Prepping Your Taxes: Are You Ready?!
It’s that time of year again..you may have seen your W-2 in the mail recently (it and 1099’s were due to you by Jan 31!) signaling that the countdown to file tax year 2024 has begun! It’s tricky, we file in 2025, but all of the information you are responsible for gathering took place in 2024.…
-
Open Enrollment is Now! How Do I Choose the Right Plan for Me?
It’s that time of year when we get to choose our healthcare coverage for 2025, otherwise known as Open Enrollment. For a limited time, we can review the options available, understand the upcoming changes, and decide what will work best for us. Read below for an overview of options for Washingtonians: Individual Plans, including new…
-
Using Spring Energy to Get Going! Which Motivation Type Are You?
Spring is here! This is the time of year we can really draw from that new-growth energy in order to get a little extra motivation on our money-moves and meeting our goals! We often read about “Spring Cleaning”, right? Clearing out the clutter at home, getting our “financial house” in order, maybe, money-wise. This Spring,…
-
It’s Tax Time: How Can I Owe Less?
Last week we went over your Tax Filing Checklist in order to get organized for filing this year, but some people might also want to know..how can I lower my taxes? Read below for a few, and perhaps, lesser-known ways to lower your tax liability! As always, not tax advice—just some friendly financial literacy! If…
-
It’s Tax Time: A Filing Checklist!
It’s that time again! The IRS officially opened their doors to accept your 2023 tax returns on Jan 29 of this year! Read below for your Filing Checklist—as usual, not tax advice, just some friendly reminders! Tax Year 2023 Filing Checklist: Identify Big Life Changes and How They Might Affect Your Tax Liability –Got Married/Divorced…
-
You Are Your Own Valentine: Are You Earning Your Worth?
With Valentine’s Day creeping up this week, it might be a good time to revisit how money impacts relationships. Money is one of the most taboo topics on Earth, and it can be really, really, challenging to talk about with anyone, let alone those closest to us. We discussed some of the ways to approach finances…
-
Closing Out 2023: Your Year-End Money Moves!
It’s time to close out 2023 (!!!) and with that comes some money moves and/or opportunities for review! Read below for a few time-sensitive checklist items you may need to take advantage of right now! Reminder: not tax advice, just some friendly financial literacy. Spend Your Flex Spending Accounts (FSA): Here is a refresher on…
-
Getting Started Investing: Understanding the Basics!
If you’re feeling overwhelmed by investing, you’re certainly not alone..it’s almost as if it’s designed to be confusing and therefore we must all either (a)pay someone a lot of money to either explain it to us or manage it for us, or (b)be left out of the investment world all together, missing out on potentially…
-
Taxes: Follow-Up. A Few Questions for You!
A quick follow-up to your tax situation this year. How did you make out? Did you get a big refund, did you owe..break even, or somewhat close to it? Read below for a few considerations that fit your situation. Again, not tax advice. Ever. If you got a substantial refund.. Do you usually get a…
-
Paying Your Taxes: Housekeeping & Reminders!
This year’s tax deadline is just around the corner! In order to file your 2022 taxes on time, the deadline this year is Tuesday April 18! A few important reminders and an overview of penalties. Who has to file? Taxpayers under age 65 with a total income (from all sources) of at least $12,950 and…
Unlocking Abundance 