So you spent a lot of money over the holidays and your savings have been depleted. Now that the holidays have ended, you need a recovery plan. If you’re in the red from holiday spending, it’s time to assess and strategize how you can pay off the debt accrued, and what habits you should form in the New Year.
The New Year is just around the corner. In the wake of 2014, we have the exciting opportunity to grab hold of a new year of promise, and start anew on all of the resolutions we broke in the year past. So while you pledge to give up smoking, skip the elevator and take the stairs, and eat healthier, consider your financial health. Are your finances in tip-top shape? Here are some simple resolutions to make in 2014.
By Gerri Walsh
President, FINRA Investor Education Foundation
With all the hustle and bustle of the holidays, it’s easy to forget that the end of the tax year is quickly approaching. Here are four steps you can take now or in early 2014 to reduce your tax burden.
New Resources for Organizations
The latest resource packet on tax time saving is available to support your organization in your efforts to promoting the importance of saving at tax time. The packet includes a sample article, social media content for the next five weeks, as well as Military Saves tools and resources.
By: Xavier Epps, Financial Adviser and Owner of XNE Financial Advising, LLC
With the end of the calendar year right around the corner and the holiday season coming to an end, many Americans are gearing up for another busy season…the TAX SEASON! Some already know what they’d like to do with a tax refund if they receive one, and some have embedded plans into their minds on how to utilize refunds right after they’ve received it (i.e., when someone blindly comments, “I know what I’m going to do with my tax refund next year” after they notice they didn’t do anything of significance with the current refund). Learning how to plan wisely for usage of a tax refund is the key to financial success in 2014 and many years to come.