Blogs
Spring Clean Your Finances
As the flowers begin to bloom, the days get longer, and the weather begins to warm, you might be planning to do a deep spring clean of your home. While you’re planting a flower bed, cleaning out a closet, or clearing out your gutters, it’s also the perfect time to...
Opportunity Blooms in Tax Season
TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...
The Importance of a Will & Keeping it Updated
Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...
Why do the wealthy borrow? Sometimes, debt makes sense
Truths that seem universal often fray at the edges, particularly when talking about money. Take for example the popular and often helpful advice from writers of bestselling personal finance books. One common tenet is to aggressively pay down debt and then live without...
A Roth IRA–Explained
When it comes to saving for retirement, there are many options available. One of the current popular options is the Roth IRA. But what exactly is a Roth IRA, and how does it work? An IRA, individual retirement account, by definition is a retirement savings account in...
Fall In Love With Your Finances
Spread the love this Valentine’s Day by falling back in love with your finances! 💗 Similar to a loving partner, your finances can support and empower you to achieve your dreams, as long as you invest the time and effort to nurture and grow them. So why not start...
The Importance of Estate Planning: Protecting Your Legacy
As we go through life, we accumulate assets, savings, and investments. These are the results of our hard work, dedication, and perseverance. We want to make sure that these are protected and pass on to our loved ones after we are gone. Estate Planning can be a crucial...
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax...
What to do after a loved one passes away
When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy weight on your shoulders. You’ll need to be up for this huge...
Life-Changing Events Change Your Taxes, Too
Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former can find credits you qualify for and dig up deductions, while the...
Healthy, Wealthy and Wise
The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the way can have a substantial impact on both...
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