Tag Archives: Plymouth MA taxes

Sudden Money: Managing a Windfall

Striking it big with the lottery is a dream for many, but a reality for few. But the fact is, you are far more likely to receive a sudden windfall of money from another source than the lottery. Whether it … Continue reading

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Individual Taxpayer Identification Number (ITIN)

The following video was published by the IRS The Individual Taxpayer Identification Program (or ITIN for short) is for people who must file or pay U.S. taxes but who are not eligible for a SSN. A change in the law … Continue reading

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How to Refinance Your Home Loan

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 matters. While mortgage rates have risen slightly, … 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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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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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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Mistakes Homebuyers Make

Buying a house can often be an intense, emotional decision. But it’s also one of the biggest purchases you will likely ever make, so it’s important that you don’t make a big mistake when you do. Here are some big … Continue reading

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