Tax Season 2025: What’s New and What You Need to Know

Tax Season 2025: What’s New and What You Need to Know

The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you're filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is key. Let's break down what's changed for 2025 and how to get organized. Disclosure: This blog may contain affiliate links, which means we may…

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Helping Seniors Prep for Tax Season

Helping Seniors Prep for Tax Season

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So, if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail for Tax Documents During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of…

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How to Replace Vital Documents

How to Replace Vital Documents

Replacing Lost Vital Documents: Essential Steps and Tips Maybe you haven't always kept things very organized. Maybe you lost documents in a move or fire. Whatever the reason, if you find yourself needing to replace vital documents such as a birth certificate or passport, don't despair! It can be done. Replacing Your Social Security Card Providing your social security number is often sufficient, but there are times when you may still have to show the actual card. For example, you…

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