Over the holidays I had the privilege of being a part of a very momentous occasion: my grandparents’ 50th wedding anniversary. Celebrating 50 years of love, triumph, children, tears, and joy was such an overwhelmingly wonderful feeling, and one that I hope all of you can experience in either your own milestone anniversary, or through [...]
How to Claim Your Home Buyer Tax Credit
Posted byWhether you are claiming the tax credit for existing homeowners or the tax credit for first time home buyers, it’s time to get your money! How to Claim your Home Buyer Tax Credit The IRS released the updated Form 5405 to claim your tax credit. Complete and attach Form 5405 to your 2009 tax return. [...]
Do You Overlook the Indirect Costs?
Posted byLeading up to my CFP(R) exam last fall, I set a little aside from several paychecks to save the total amount of my registration fee. When I registered, I depleted the entire amount I had saved – but the registration wasn’t the end of my exam-related expenses. I forgot to take into account the $120 [...]
ExxonMobil $20 Cash Back
Posted byI’m excited to feature our very first reader submitted free money offer. The Exxon cash back is our Free Money Friday offer of the week. Ironically our very first reader submission was submitted by two readers, Paj and Dan M. Since Paj submitted first, that’s the one we’ll feature. Thanks to both of you. Paj, [...]
The New Business Launch… Sort Of
Posted byI promised you would be the first to know when we launched the new business. I’ve been working around the clock for the last few months to get ready for the big reveal. I’m sure you figured it out by now; we started a new tax business. However, it’s not just any tax business. I’d [...]



