Author: Edna V. Forero, ChFC
4 Key Financial Goals Everyone Should Have for 2024
Edna V. Forero, ChFC on November 30, 2023
These money moves are a roadmap to financial success, no matter your current situation.
8 Benefits of Filing a Joint Tax Return
Edna V. Forero, ChFC on November 28, 2023
If you’re married, you’ll need to decide how to file your taxes. Here’s why filing together might mean a larger refund.
9 Ways To Cut Your 2023 Taxes (If You Act Fast)
Edna V. Forero, ChFC on November 23, 2023
Pass up these opportunities, and you might regret it come April.
Can I Deduct That Home Office Shed in My Backyard?
Edna V. Forero, ChFC on November 8, 2023
Could a backyard home office shed be your key to a lower federal income tax bill?
6 Money Metrics You Should Be Tracking
Edna V. Forero, ChFC on November 7, 2023
How well do you actually understand your financial situation? If you can’t crunch these numbers, probably not well enough.
8 Tax Tricks and Tactics Used by the Rich
Edna V. Forero, ChFC on November 6, 2023
Learn the tips and tricks that might help you save on your taxes just like the wealthy.
8 Vacation Spots That Are Raising Tourist Taxes — or Might Soon
Edna V. Forero, ChFC on November 6, 2023
If a trip is in your future, you may soon pay extra to visit these top destinations.
9 Aldi Products That Are Better Than Brand Names
Edna V. Forero, ChFC on October 25, 2023
Try some of these Aldi-brand favorites the next time you shop at the discount grocery store chain.
11 of the Best Places To Retire on an Island
Edna V. Forero, ChFC and Brandon Ballenger on October 16, 2023
Check out these islands when you are ready to retire.
16 Places That Will Pay To Put a Tiny House in Your Backyard
Edna V. Forero, ChFC on September 29, 2023
Some communities are offering big incentives for people to build little homes.
The 10 Hardest Colleges To Get Into in 2023
Edna V. Forero, ChFC on September 22, 2023
These are the most selective universities in the country.
The 10 Most Crypto-Friendly Places in the World
Edna V. Forero, ChFC on September 15, 2023
Discover the best countries for storing and building your cryptocurrency fortune.
17 States With Inheritance or Estate Taxes (and D.C.)
Edna V. Forero, ChFC on August 25, 2023
There’s even one U.S. state that levies both an estate tax and an inheritance tax on its residents.
5 Summer Activities That Can Affect Your Tax Return
Edna V. Forero, ChFC on August 16, 2023
Summertime often brings a lot of fun activities, but they could help or hurt your next tax return.
8 States That Are Cutting Retirees’ Taxes for 2023
Edna V. Forero, ChFC and Karla Bowsher on August 9, 2023
These states are letting residents keep more of their retirement income in their pockets this tax year.
7 Times When Married Couples Should File Taxes Separately
Edna V. Forero, ChFC on July 27, 2023
Married couples might have good reason not to file a joint federal income tax return.
10 Things You Should Know Before Shopping at Aldi
Edna V. Forero, ChFC on June 6, 2023
Aldi is rapidly expanding — and for good reason.
7 Tools that Every Home Should Have
Edna V. Forero, ChFC on May 31, 2023
Check out these less obvious tools that every home should keep within reach.
7 Things Homebuyers Can and Should Haggle On
Edna V. Forero, ChFC on May 30, 2023
You might be surprised by how many ways there are for homebuyers save on such a large purchase.
7 of the Best Ways to Lower Your 2024 Taxes Today
Edna V. Forero, ChFC on May 22, 2023
Make these moves now to lower next year’s tax bill.
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