Consistency is the key to financial independence

Consistency is the key to financial independence

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...
Financial Tip for June 2022

Financial Tip for June 2022

Review and Plan June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget...
May – focus on the details

May – focus on the details

May is a great month to review your personal finances. National Financial Literacy was celebrated throughout the month of April and provided many resources and strategies to manage your finances. Now is the time to apply those financial strategies to your own...
April is Financial Literacy Month Too

April is Financial Literacy Month Too

Tax Day: The deadline to file your 2021 taxes is April 18th. I am sure that everyone gathered all your tax related documents and provide them to your Certified Public Accountants as soon as feasibly possible. Wink wink. Once the tax forms are prepared and received...
It is all about Taxes

It is all about Taxes

The more you can be proactive about gathering the items and reviewing them when they come in the better prepared you will be when it is time to pass the information and the forms to your tax professional. You have probably started getting 1099s of various types for...