• 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…

  • Debt Ceiling Decisions Made & A Refresher on (Like it or Not) How our Money Plays a Huge Part!

    Following up on a recent post, let’s take a look at how the Debt Ceiling issue shook out! Read below for a reminder of the options available, what actions were taken by our leaders in government, and (most importantly) how we all, as laborers in the US, help fund these decisions.  As previously discussed, the…

  • ICYMI: TurboTax Settlement Payouts are on their Way!

    Another settlement is in the works—and it’s payout time! If you paid TurboTax for Federal tax prep in Tax Years 2016, 2017, or 2018 (meaning, you probably filed in 2017, 2018, and 2019) you might be eligible for a cash settlement! Read below for details! What Happened at TurboTax? In 2019, an article by ProPublica was released accusing…

  • 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…

  • ICYMI: The IRS is Available Weekends to Assist with Taxes In-person, Plus a Note on Avoiding Penalties!

    ICYMI: If you need in-person help from the IRS, in a rare occurrence, they are opening up on a few Saturdays, walk-in’s welcome! This is an opportunity to ask questions, resolve complex tax issues, or receive assistance on any questions you have for the IRS. To be clear, the IRS will not prepare your tax return…

  • Entrepreneurs & Independent Contractors: Let’s Talk Tax Obligations!

    Recently, we touched on how to ready ourselves for taxes! Specifically, filing taxes for Individuals. Let’s talk tax obligations for Entrepreneurs and Independent Contractors! Whether you’re already an entrepreneur, thinking about the gazillion opportunities popping up lately for independent contractors (gig-economy, anyone?), or even dipping your toe into these territories as a side hustle, you’ll…

  • It’s Tax Time! What’s New Filing Tax Year 2022!

    If you have taxes on the brain right now, you’re not alone! The IRS officially opened their doors to process Tax Year 2022 returns on January 23. This year, we have until April 18th to get our taxes done. Although I am a certified Volunteer Income Tax Assistance (VITA) tax preparer, I am not a Tax…

  • ICYMI: The Working Families Tax Credit, a new option for Washingtonians!

    In case you missed it, Washingtonians may be eligible for a new, state-level, tax credit this year! The Working Families Tax Credit is a new tax refund for working (in Tax Year 2022) individuals/families, through the WA State Dept of Revenue. It is income and family-sized based. Applications open February 1, 2023. Read below for…

  • Getting Your S.H.I.T Together in 2023! (Savings, Housing, Income & Taxes)

    Welcome to getting your S.H.I.T together in 2023! No, the other (financially specific) S.H.I.T: Savings, Housing, Income & Taxes. Let’s do this! Savings: Do an audit: identify what’s coming in and what’s going out monthly, also known as creating a Spending Plan (or a Budget but that sounds so restrictive! The purpose here is YOU are telling…