Blog
Tax Documentation Northeast Ohio Filers Should Keep and Why
Yes, it’s true, Northeast Ohio friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government...
How Northeast Ohio Taxpayers Can Check Their Social Security Statement and Status
Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Northeast Ohio families and small business owners (as well as plenty outside of our Northeast Ohio area), I'm hearing from many who are deeply struggling ... and who...
E.A. Loxley & Associates’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, Northeast Ohio pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems...
Multilevel Marketing Tips for Northeast Ohio First-Timers
Summer break. For Northeast Ohio school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out...
Beth Loxley’s Case for Umbrella Insurance
So, this is the time of year when IRS notices start pouring into Northeast Ohio mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading...
Buy Now Pay Later Pitfalls Northeast Ohio Shoppers Should Beware
Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...
E.A. Loxley & Associates on Back Taxes & Dealing with the IRS
When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...
When Amending a Tax Return Is Right for Northeast Ohio Taxpayers
Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if you will. Let me tell you, I use the “undo” button a lot. Making typing mistakes or pressing the wrong button is just too easy,...
Why Disability Insurance Matters – Beth Loxley’s Take
Pre-2020 most of us would have had difficulty imagining (let alone preparing for) the effects of a worldwide virus. It seemed… (You just knew I had to throw that GIF in there, right?)That’s the rough thing about the unexpected. It’s difficult to prepare for or...
How Northeast Ohio Taxpayers Can Wisely Spend A Tax Refund
We’re all itching for reliably warmer temps and a reprieve from the heaviness of the world around us, and it’s a great temptation – especially this year – to take that big chunk of cash that Uncle Sam just handed you and spend it on whatever will divert, distract,...
Why Northeast Ohio Tax Debtors Should Unload Tax Debt Now
Here we are, nearing the end of tax season. It’s been one wild ride. I for one am counting the days until I can turn off my phone, sip on some iced tea, and get lulled to sleep by the wind and bird songs while swinging comfortably in a hammock. If you can’t reach...
How Northeast Ohio Retirees Can Stretch That Retirement Fund
Today we’re going to jump into the world of retirement withdrawal strategies and how to make your retirement fund stretch as far as possible. So, how do you make it last? Let’s take a look.How Northeast Ohio Retirees Can Stretch That Retirement FundEver notice...