Tag Archives: Cozby & Company

How to Refinance Your Home Loan

The following video is from the IRS If you are a homeowner, you probably have a mortgage. Mortgages are typically the largest loan a person has, or ever will have. This means that the rate you pay on your loan … Continue reading

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Here’s How a Name Change Affects a Tax Return

The following article was published by the IRS. When someone legally changes their name, there are tax consequences they need to know about, especially at tax time. People change their names for several reasons: Taking their spouse’s last name after … Continue reading

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Retirement Plan and IRA Rollovers

The following video is from the IRS. Did you know that you can move funds from your Individual Retirement Arrangement and retirement plan to another IRA or plan? There are two ways to do so: you can have the funds … Continue reading

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Individuals Who Need Passports for Imminent Travel Should Contact IRS Promptly to Resolve Tax Debt

The following article was published by the IRS. The Internal Revenue Service has reiterated its warning that taxpayers may not be able to renew a current passport or obtain a new passport if they owe federal taxes. To avoid delays … Continue reading

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Financial Rules for Living Together

For many, getting married is just a part of life. But the percentage of those that choose to simply live together and forgo the formality of marriage is on the rise. If you are one of those who prefer simply … Continue reading

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Here’s What Taxpayers Should Do to Protect Private Data

The following article was published by the IRS. Taxpayers should protect their personal and financial data from criminals who continue to steal large amounts of information. Thieves use the data to file bogus tax returns and commit crimes while impersonating … Continue reading

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Pay Yourself First

Saving money is important, and paying yourself first is one of the best ways to accomplish that. This allows you to set money aside for emergencies, and even plan for long-term goals. But not everyone knows the best way to … Continue reading

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