While doing your taxes always feels a bit tedious, these five tips can help you stay the course for filing your 2022 tax return. Tip #1: Leverage Technology If you are filing without the help of an accountant or advisor, you may find it beneficial to use tax preparation software. You can input the information, […] The post Keep These 5 Tips In Mind For Your 2022 Tax Return appeared first on RS Crum ..read more

March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and expectations, and winning a pool ultimately requires a bit of luck along the way. Here are a […] The post How March Madness Is Like Investing appeared first on RS Crum ..read more

Interestingly enough, when it comes to retirement, most couples spend a good amount of time planning financially, but then often neglect to plan for the emotional and behavioral aspects. Specifically, how will you and your partner live well together in retirement, without the diversion of work you have become so accustomed to over the years? […] The post Romancing Retirement: Beyond the Numbers appeared first on RS Crum ..read more

Written by: Mark Rylance (May 2022) A lot has transpired since our last update letter in March.  At that time, the focus was on Ukraine and inflation.  Now, the focus seems to be square on the economy and inflation.  Late last year, the Fed referred to inflation as “transitory”, thinking that it would quickly pass through. […] The post RS Crum Market & Economic Update appeared first on RS Crum ..read more

by Hanna Kaufman, CFP®   Did you know that April is Financial Literacy Month? A month completely dedicated to increasing, enhancing and making accessible financial literacy to all. Whether you’re a financial wiz or just learning the ropes, there are always ways to improve your financial life. Here’s a list of 4 ways to get […] The post 4 Tips to Improving your Financial Life appeared first on RS Crum ..read more

There are several reasons the IRS audits; some are random, others may be due to a relationship with another audited taxpayer or an uncharacteristic change in the tax filing. You can survive an IRS tax audit, even though getting through the process can be nerve wrecking. When you receive your letter of notice, it’s important […] The post 5 Tips to Surviving an IRS Tax Audit appeared first on RS Crum ..read more

by: Mitch Christensen    As dawn breaks on another new year, many people are looking to 2022 for a fresh start and envisioning how to achieve their goals. But as we’ve all experienced, a couple months go by and the motivation fades, reality sets in, and we fall into old habits that produce the same […] The post 3 Tips to Improve Your Financial Health appeared first on RS Crum ..read more

This holiday season, give the gift of financial knowledge to the investors in your life. Whether you’re just starting to dip your toes into the stock market or are seasoned pros, these books make great gifts for those that want to learn more about how money works. Learn about investment strategies, the psychology behind our […] The post Give the Gift of Financial Knowledge appeared first on RS Crum ..read more

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond buying presents for loved ones and really means helping those in need can be an especially eye-opening experience for children. Even better, doing something to help others as a family can bring your family closer […] The post 15 Ways to Teach Kids About Giving appeared first on RS Crum ..read more

Giving Season Has Arrived! The holidays will be here before you know it, and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of. If you’re not sure how your finances match up with your upcoming year-end […] The post 5 Ways to Maximize Your Year-End Giving Strategy appeared first on RS Crum ..read more