#financialplanning
The end of tax season is quickly approaching. Spring is in full swing, summer is just around the corner and everyone is ready to wrap up the 2023 tax season. However, implementing one or more of…
The days are getting longer and the weather is starting to warm up which means spring is just around the corner. While spring brings with it many fun activities it also brings along the dreaded spring…
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…
As the title of this article illustrates (and The Beatles so eloquently stated in 1966’s The Taxman), the government has not quite finished taxing you at your death. There is one final tax hurdle to clear:…
As National Financial Literacy Month comes to an end, we hope you have a better understanding of your personal finances. With a firm grasp on your current situation, it’s time to look to the future and…
We are over halfway through Financial Literacy Month and so far, we have covered Getting Organized and Creating a Budget. This week I felt it would be good to focus on creating a personal balance sheet.…
The word “budget,” often evokes a negative reaction for fear it will be restrictive and limit the things we’re able to do. However, a budget doesn’t have to be restrictive to be effective. While creating a…
Clearing the clutter, getting organized and reviewing credit reports are good starting points for anyone looking to take charge of their finances. First, we cover how to clear the clutter so you can get organized before…
The end of the year is quickly approaching and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…