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Category: Financial Well-Being

Speak Up About Your Finances

May 4, 2016Laurie NafisFinancial Well-Being

How often do you take time to talk about your finances? Once a year while preparing your tax return? Only when a financial emergency pops up? Or are money matters a topic you avoid entirely? If discussing financial goals makes you uncomfortable, you’re certainly not alone. Surveys by a national financial company found that money…

Use Your Computer to Improve Your Bottom Line

May 4, 2016Laurie NafisFinancial Well-Being

Regardless of the current economic outlook or the size of your organization, as an astute business manager, you’re always searching for ways to reduce expenses and increase the bottom line. Here are suggestions for using your computer to reduce marketing and operational expenses and help achieve that goal. Take advantage of free advertising. Consider listing…

Manage Your Tax Refund with Direct Deposit

April 8, 2016Laurie NafisFinancial Well-Being

Will you be receiving a tax refund this year? If so, you have the opportunity to make some smart financial choices – and best of all, you can make them painlessly. Here’s how: Direct deposit your refund. That way, all or part of your tax refund will automatically be deposited via electronic transfer system into…

Start Planning for Next Year’s Taxes Using This Year’s Return

April 8, 2016Laurie NafisFinancial Well-Being

Whew! You filed your return and now you’re ready to forget all about taxes until next year. Not so fast! Your 2015 tax return is a great tool to help you plan for 2016. Here’s what to look at. Review your withholding. If you owed tax this year or received a large refund, consider adjusting…

Deter Identity Theft with Fraud Alerts and Security Freezes

April 8, 2016Laurie NafisFinancial Well-Being

If a fraudster steals your identity, you may find yourself embarking on an unpleasant journey to recover your good name and pilfered finances. Fortunately, tools are available to prevent and minimize potential losses. Here are two options to consider if you suspect your personal data has landed in the wrong hands. Fraud alert. Say you…

Improve Your Financial Well-Being with an Annual Review

February 23, 2016Laurie NafisFinancial Well-Being

You’re slogging through paperwork, gathering and organizing information to prepare your tax return. Take heart – you can make your hard work do double duty by using those same records to improve your financial well-being. Here are suggestions to get you started. Write down your financial goals. How much money will you need to meet…

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Laurie C Nafis, MSA, EA
Enrolled Agent
Certified QuickBooks™ ProAdvisor
500 S Australian Ave, Suite 600
West Palm Beach FL 33401 USA
Phone: 561-400-9568
Fax: 561-420-0061
Email: info@lcnaccounting.com
Proud Members of:
National Association of Enrolled Agents
National Association of Tax Professionals

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