Small Business Accounting
Throughout my personal life and professional career, I have come to know many proud, hardworking small business owners. The first individual that comes to mind is my father. Although he is retired now, he was once the owner of small-scale fuel and propane distribution company. I vividly remember, even from my youth, how many phone […]
Sports Betting in 2025
Summer is coming to an end, and fall will soon be upon us. What is fall so often associated with? Of course, there’s the cooler weather and the joy of the upcoming holidays – but one thing I enjoy greatly about fall is the beginning of football season. If you are like me, you’ll spend […]
Impact of OBBBA to Taxpayers
Since the passing of the Tax Cuts and Jobs Act of 2017 (TCJA), the clock has been ticking on what tax circumstances would look like for 2026. The long awaited One Big Beautiful Bill Act (or OBBBA) passed into law on July 4th. While the bill received extensive media attention, most taxpayers won’t see large […]
Budget – It Pays to Know
The decision to buy a home is one of the most significant financial commitments many people will make in their lifetime. My wife and I purchased our first home in March of 2022 and recently have been keeping our eyes open for prospective homes that may offer more of what we are looking for long-term. […]
Proper Money Etiquette
Navigating financial interactions with proper etiquette demonstrates self-awareness, respect and consideration of others’ feelings. Whether you are splitting a bill with friends, accepting a small gesture, or discussing a large purchase, money can often lead to uncomfortable situations if not handled carefully. Money etiquette matters because when you get it wrong, you may unintentionally make […]
Preparing for Life’s Certain Uncertainty
“Just in case…” – A phrase I often use as I start to tell my husband some information of (usually financial) importance that I’ve filed away with our other important documents. I had a friend use this same phrase recently when updating me of changes to their estate planning situation. As a CERTIFIED FINANCIAL PLANNER® […]
New Year, New Financial You
Happy New Year to you and welcome to 2025. The new year often carries the opportunity of new beginnings and creating resolutions to better yourself. Many of my past New Year’s resolutions have been recycled over the years and consist of the typical subjects: hitting the gym, eating better, and finally completing that list of […]
Learning On the Go
Where do you go for information? Social media might be a tool (already in hand) used for learning on the go. On our recent family vacation, in a moment of reprieve with our two small children down for the night, my husband scrolled through reels or short videos on his social media. He skipped past […]
Thanksgiving Reflections
As Thanksgiving Day approaches, it’s a time to pause and reflect on the many blessings in our lives. Yet, amid political strife, ongoing wars, and a world marked by division and unrest, perhaps I’m not alone in finding it easy to overlook the many ways we are blessed. Consider this: we live in a time […]
Breaking the Sandwich Generation Cycle
If you find yourself raising school-aged children or financially supporting grown children while also caring for aging parents, you are part of the sandwich generation. It is natural to feel pressure to care for aging parents, and as a parent, to feel the obligation to tend to your own family. Understandably, the sandwich generation experiences extreme […]