February: Focusing on Taxes

You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...

January: Off to a Great Start

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...

November: Giving Thanks

This month in our AADMM series is going to focus on client appreciation. Read on to understand how this sometimes overlooked area of business impacts your client satisfaction. In this season of thanks, a traditional thank you note to your clients shows your...