Tag Archives: Cozby & Company LLC

Steps to Take When You Receive a Windfall of Cash

If you are one of those who are fortunate enough to receive a cash windfall in your lifetime, here are four key steps to help you be responsible with your money: Patience is key. There is no need to rush; … Continue reading

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Dumb Mortgage Moves

While mortgage rates have risen slightly from their recent historic lows, they are still cheap. This may be a great time for you to take out a mortgage, whether it be for a new house or simply to refinance. Regardless … Continue reading

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Filing Status

This video was published by the IRS. One of the first things to figure out with your taxes is what filing status to use. What counts is your status as of December 31, not any other time of the year. … Continue reading

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How to Max Your Social Security

If you are looking to maximize your Social Security, the best time to start looking at it isn’t once you’ve retired – it’s right now. Here are a few steps: Understand how Social Security works. Your Social Security payout is … Continue reading

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IRS Withholding Calculator Tips

This video was published by the IRS. Here’s a tip for making the IRS Withholding Calculator on IRS.gov as easy as possible. To start, you will need two documents: your most recent pay stub and a copy of your most … Continue reading

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Can’t Pay Your Taxes? Do This

Most people are rewarded for filing their taxes because the majority of filers receive a refund. But there are those who owe money to the IRS and can’t pay it, and as a result are often afraid to file. If … Continue reading

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Do I Need To Fill Out A W4?

This video was published by the IRS With the new tax laws, some may be wondering how they can be sure they don’t end up with an unexpected tax bill next year. The simplest way is to use the IRS … Continue reading

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