Tag Archives: Plymouth MA CPA

Saving for Retirement vs. Paying Off Student Loans

How does one decide between paying off student loans and saving for retirement? Both are solid goals, both are keys to increasing wealth, but which one should take priority? Without fail, most financial professionals will have you contribute first to … Continue reading

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IRS Warns of New Phone Scam Involving Bogus Certified Letters; Reminds People to Remain Vigilant Against Scams, Schemes this Summer

The following article was published by the IRS. The Internal Revenue Service today warned people to beware of a new scam linked to the Electronic Federal Tax Payment System (EFTPS), where fraudsters call to demand an immediate tax payment through … Continue reading

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Lazy Man’s Guide to Money Management

You work hard for your money, then you have to work hard to manage what you’ve earned. But there are ways to simplify money management so you can spend more time enjoying your money and less time stressing over it. … Continue reading

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IRS Continues to Expand Taxpayer Services; Adds New Features to Taxpayers Online Account

The following article was published by the IRS. The Internal Revenue Service announced today the addition of several new features to the online account tool first introduced late last year as part of the IRS’s commitment to improve and expand … Continue reading

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Startups Can Choose New Option for Claiming Research Credit

The following article was published by the IRS. Eligible small business startups can now choose to apply part or all of their research credit against their payroll tax liability, instead of their income tax liability, according to the Internal Revenue … Continue reading

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Money Moves to Make in Your 60s

Now that you’ve reached your 60s, it’s time to reap the rewards of your effort over the last several decades. You are either at or approaching retirement, and your approach to investing will often change from what it has been … Continue reading

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