Dec 1, 2022
For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
Nov 1, 2022
As 2022 draws to an end, here are several time-sensitive financial tasks to consider. Year-End Retirement Planning Contribute to 401k plans by December 31st Deposits to your 401k plan are due by the end of the year. Typically, 401k contributions are made through...
Oct 1, 2022
If you have a family member who will be in college for the 2022-23 school year, October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...
Sep 1, 2022
September is the official end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated...
Aug 1, 2022
August is usually when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before returning to their usual September schedules. Taking time off from one’s regular routine is good for...
Jul 1, 2022
We are almost halfway through! For some of us, it has been a challenging year, for others an ongoing process. For most of us, it has been an awakening – a new experience as we are coming out of our post-pandemic hibernation. How will you embrace the remainder of...
