Blog
Changes in tax laws, planning tips, recent legislation, and other important information. We'll keep you current on everything you need to know to make smart financial decisions!
Extra Sunshine and Emergency Funds
Picture this: It’s a sunny day and you’re on your porch enjoying nature. There’s a light breeze and the temperature is just right--not too hot, not too cold, and no stuffy humidity or allergies to be found....
Read MoreStudent Loans and… Good News?
According to a recent article from Forbes[1], there are 45 million student loan borrowers in the United States. The collective amount owed is about $1.7 trillion. That’s trillion with a t. Of that total debt, approximately $1,007...
Read MoreSmart People Set S.M.A.R.T. Goals
It’s time to ditch the vague New Year’s Resolutions and set specific, written goals instead. Yep. I said that. Most people abandon their New Year’s Resolutions by February. I know I’m guilty of that. Have you...
Read MorePersonal tax planning shouldn’t wait until December.
You don’t have to wait until December to start thinking about tax planning. You can get started today! As we enter the final quarter of the year, what should you consider? What are your financial goals? Do you want to save for...
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