Tax Tips

Hello!

I thought it might be useful to remind you how to get me your 2022 income tax data this year... it could save you some time and effort!

Posted January 30, 2023
Tips

Regardless of whether you’re traveling on business or to a vacation spot, there are some smart money moves you can make while on the go. Those moves include pre-authorized transactions, automating payments, and exchanging U.S. dollars for foreign currency. In addition, you can also avoid overdraft charges and hire an accountant.

Posted January 24, 2023
Tips

When it comes to your parents, you’ve probably always been able to talk to them about anything. Yet, as you find yourself wanting to have a conversation about estate planning, you may be finding it to be harder than you anticipated. A topic often put off far too long, estate planning is a critical component of any family's financial strategy.

Posted January 17, 2023
Tips

As you say goodbye to December and hello to January, one thing you can take advantage of is seasonal discounts. Each and every new year, retailers put various things on sale in January that you can get for very low prices.

Posted January 10, 2023
Tips

Most people make New Year's resolutions centered around self-improvement. While you may decide you want to lose a few pounds or perhaps take up a new hobby, you might want to also make some resolutions regarding your finances.

Posted January 3, 2023
Tax Planning

Hi there & happy New Year, 2023!

Things to do, "taxwise", for the new year...

I N D I V I D U A L S

* if you are an individual tax client, please take a look at the tax organizer which was mailed to you on 12-24-22 - and see the list included - "a few items to start"... 

Posted December 30, 2022
Business Strategies

Now that 2023 is right around the corner, it’s a good time to look ahead at planning for a brighter financial future. You can review your financial moves in 2022 and consider what worked well and what didn’t. For many people, 2022 was a year to recover financially from the troubles caused by the pandemic.

Posted December 27, 2022
Business Strategies

Working from home offers tremendous benefits. If you’re a person who has longed to work from home, it may be possible to make this scenario a reality. Before approaching your boss with the idea, take some steps to see if this would actually be practical for you.

List Your Responsibilities

Posted December 19, 2022
Budgeting Tips

Whether you're trying to reclaim your credit score, or simply looking for a way to reduce your credit utilization, a balance transfer credit card can be a great solution.

Posted December 13, 2022
Budgeting Tips

Investing in pet insurance can be a great way to protect the quality of life of your pet. It could save you money on pet medical bills. It would also give you the assurance that you would be able to pay for pet medical emergencies down the line.

Posted December 4, 2022