We are a little over a month removed from yet another tax filing season. Hopefully, you were able to get your respective return(s) filed timely or extended and without any hiccups or stressful encounters. Being a CPA, I often get questions from my friends back home after they have their returns filed such as, “What […]
Last week, we celebrated National Small Business Week. Although the official time has passed, it remains an opportune time for small business owners to take a step back and ensure their finances are in order. Running a successful small business requires much more than just passion and hard work – it also demands fiscal discipline […]
School is almost out for summer! Teenagers will soon be looking for summer jobs to occupy their free time and earn some cash. I still recall the feeling of receiving my first paycheck, “I am rich!” I thought. Only to find out that Uncle Sam “stole” a portion of my hard-earned money before I could […]
Now is a good time to discuss some retirement funding opportunities you can review to make sure you are maximizing your options when filing your return.
Communicating with your accountant or tax professional(s) during the year can help ensure you are maximizing your tax savings before or after any financial changes, some you might not even think are relevant.
Did you know the average individual’s estate plan is outdated or needs updating after approximately seven years?
As the winter season comes to a close, we anticipate the coming of spring and all its joy. Springtime brings with it wedding season and the planning of spring and summer break vacations. My husband and I are in the season of life where we ride the “wedding circuit” each spring and summer. The past […]
Love is a verb; it is an action requiring your involvement and active participation. Husbands and wives choose daily if and how to cultivate love in their marriage. One way to cultivate love is by making financial choices that intentionally honor your marriage. Whether you are married or considering marriage, here are some examples on […]
Whether you’re planning to have kids, have just become a parent, or are thinking about down the road, it’s important to explore the financial tools available to support you on this exciting journey. In this article, I will shine a spotlight on the Child Tax Credit—a valuable resource designed to provide financial relief for growing […]
The new year is upon us, and with it comes the annual ritual of setting resolutions. We vow to exercise more, eat healthier, learn a new skill, or save more and spend less. But as January fades and February arrives, many of us find our good intentions falling by the wayside, and gyms empty to […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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