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  March 2018

Financial advisor works with a client.

The ABCs of Financial Advisors 
What exactly does it mean to be a CFP? CPA? EA? CFA? All the different acronyms and certifications can be dizzying. Who you should hire depends on whether you seek tax planning, investment advice or more holistic guidance on your overall financial health.
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Track Donations for Next Year's Taxes 
Before you drop off your bags of clothes and household items at the local thrift store, estimate the fair market value of your donations to deduct on next year's taxes.
And, if you're planning on volunteering this summer, keep track of your out-of-pocket costs. You might be able to deduct some qualified expenses. 
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SAM's Lesson of the Month: Record Keeping 101 
Test your knowledge of what papers you should keep and for how long. Do you know what's OK to toss?
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