Blog
Jay Walia’s Guide for Building an Emergency Fund
Seems like all we’ve dealt with the past few years, economically speaking, is a series of *emergencies*.Adjusting to this new normal, especially in terms of your checking account, and still maintaining a safety net for when unexpected costs arise, isn’t easy.Hard as...
Win or Lose: The Scoop on Gambling Taxes for Worcester County Betters
If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun one), or tuned into any mainstream sports event for that matter, you’ve probably been blitzed with DraftKings ads.It seems sports betting is more and more common these...
The Clock’s Ticking on the Tax Cuts and Jobs Act
Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Worcester County schools are on break and our minds are on vacation before our bodies.I say, enjoy the summer slow. It has its place in a healthy life calendar — to rest...
SECURE Act 2.0: RMD Changes & More for Worcester County Savers
The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...
Your Worcester County Tax Friend’s Thoughts on Navigating a Banking Crisis
Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...
Bank Failure Lessons Worcester County People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...
Your Worcester County Guide to This Aspect of Digital Estate Planning
Despite its flash-bang struggles the past year, cryptocurrency is still an investment a lot of Worcester County people are willing to make right now, albeit tentatively… and with good reason. The dissolution of FTX and the volatility of the banking world as a...
Accounting Solutions, Inc’s Guide for How Long to Keep Tax Documents
Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...
Easy Ways to Manage Money, Worcester County Strugglers
Did you travel for spring break? I know it’s come and gone for most Worcester County families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road trip...