In my previous career as a financial advisor, I often found myself in a delicate balancing act. On the one hand, we strive to build deep relationships with our clients, understanding their unique needs, goals, and aspirations. On the other hand, practical constraints...
As a small business owner, there are many jobs to get done and the responsibility of all of them flows right back to you. From marketing, managing, business development and actually doing the job, it can feel like there aren’t enough hours in the day. Here are some...
Congratulations to the class of 2024! If you’re the parent of a graduating high school senior, congratulations to you, too! This spring will be a whirlwind of special assemblies, final concerts, awards ceremonies, prom—and presents! You may have bought that showy car...
Many of us have clients that are inundated with old-fashioned “snail” mail. The kind that comes via the mailman and that takes up space on desks, shelves and kitchen counters. Holiday catalogues followed by tax related mail at the beginning of year makes the first...
Common Problem. Easy Fix. The Problem of Too Many Accounts Many people who grew up during the depression era learned that it was not good to put all their eggs in one basket. The risk of losing the basket along with all their eggs was too high. This lesson applied to...
Federal Tax Changes 2023 And 2024: What You Should Know As we usher in the new year, it is time to review legislative changes that influence the documentation individuals must compile for their income tax returns. While no significant shifts in federal tax policy were...
