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4 Money Must-Dos for Financial Safety
What really matters when it comes to financial safety? 4 Money Must-Dos for Financial Safety

Kathryn Hauer, CFP®, EA
Sep 4, 20244 min read
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Are Life Insurance Benefits Taxed?
Life insurance proceeds are generally not taxable to the recipient. Why?

Kathryn Hauer, CFP®, EA
Apr 25, 20242 min read
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Gun-Slinging Your Money in the Wild West of Financial Deregulation
What might deregulation mean to your personal finances?

Kathryn Hauer, CFP®, EA
Mar 16, 20244 min read
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Take Stock of Social Security Retirement Benefits
When you retire and no longer earn money, you’ll probably need to rely on your savings and your Social Security retirement benefits.

Kathryn Hauer, CFP®, EA
Feb 19, 20243 min read
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IRS Form 1065 and Your LLC – How Much in Penalties?!@*#?!
Crazy high 1065 late penalty for your LLC? Form 1065 is an important tax form for partnerships and LLCs. Here's what to do.

Kathryn Hauer, CFP®, EA
Jun 3, 20234 min read
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Tips for Parents Who Are Struggling Financially
How can you be the best parent you can be when you don’t have enough money?

Kathryn Hauer, CFP®, EA
May 15, 20236 min read
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Rights? I Have Rights? What the Taxpayer Bill of Rights Means for Reducing Taxes
What the Taxpayer Bill of Rights Means for You

Kathryn Hauer, CFP®, EA
Mar 6, 20234 min read
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How to Climb Out of 1099-MISC Hell (and Another Rung Down – the 1099-NEC)
1099-MISC? or 1099-NEC? How to do your taxes as a gig worker.

Kathryn Hauer, CFP®, EA
Feb 3, 20228 min read
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Bring Back the Personal Exemption: TCJA Tax Reform Hypocrisy
By taking away the personal exemption, the tax reform bill of 2017 hurt many middle-class taxpayers, especially America’s big families.

Kathryn Hauer, CFP®, EA
Oct 30, 20207 min read
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Mother Hubbard’s Crying the Tax-Kickin’ Blues: How the TCJA Hurts Your Big Family
If you have a lot of kids, you are probably paying more total taxes as a result of TCJA tax reform than you did before.

Kathryn Hauer, CFP®, EA
Jun 5, 20204 min read
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Didn’t Get a Tax Doc You Need? Lost Your Old Tax Returns? Here’s What to Do
If you can't find a 1009-Misc or need other tax docs, you can use the IRS’ Tax Transcript Tool to get this information and more.

Kathryn Hauer, CFP®, EA
Jun 4, 20203 min read
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