Getting a 1099-K? Here’s What You Need to Know

If you’re a freelancer or someone who earns income from online sales, you may have heard of the 1099-K. This form plays a crucial role in reporting income for those who receive payments through platforms like PayPal, Venmo, or credit card transactions. Understanding it can save you from tax headaches and help keep your finances…

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2025 Financial To-Do List

In a few short hours, we will be ringing in the New Year! As you prepare to close the book in 2024 and look ahead to a fresh start in 2025, you undoubtedly have lots of goals and plans. Including your finances in your plans for the new year is important. Doing so can help…

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Can I file taxes if my income was only SS and SSI?

Submitted by Veronica C. Living on only social security income tells me that you are resourceful and doing a good job managing your money. (SS is the benefit that you pay into during your working years and SSI is supplemental income designed to provide additional support for specific situations.) This question is tricky because I’m…

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