Tag Archives: Cozby CPA

Financial Resolutions For 2019

According to a study from Fidelity Investments, financial New Years resolutions are on the rise. A year ago, approximately 27% of Americans admitted to having a financial resolution for 2018. This year that number is up 5% as a full … Continue reading

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Personal Finance – End-of-the-Year Checklist

Take some time at the end of the year to focus on your finances. Whether your goals are to reduce taxes, or to simply focus more on retirement, now is a great time to get yourself prepared for next year. … Continue reading

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HSA + 401(k): Plan for a Healthy Retirement

A well-known, common retirement savings vehicle is the 401(k). This account allows future retirees to set aside money in a tax-advantaged way to pay for expenses in retirement. But will this 401(k) be enough for most people to pay for … Continue reading

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Best Money Gifts for Kids

As parents, it’s important to help lay a solid foundation for our children, especially when it comes to finances. While you can’t avoid challenges in your child’s life, you can significantly lessen financial stress if you teach them how money … Continue reading

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Ways to reduce your tax burden before year-end

The new tax law has added some wrinkles to how many Americans deal with their tax returns. In the past, it was common to try to maximize deductions during the year and then itemize on your return. However, with the … Continue reading

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Simple Steps to Avoid Rip-offs

Now that holiday shopping season has officially begun, it’s important to be on the lookout for scams. We are going to take a brief look at some simple rules of fraud prevention to help this process along: Haste Makes Waste … Continue reading

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How to budget for holiday shopping

It’s really amazing how so many people handle their finances with discipline for most of the year, only to let things completely fall apart when the holidays arrive. Part of the reason is that we spend a lot more time … Continue reading

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