For Parents: Best Graduation Present EVER

For Parents: Best Graduation Present EVER

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...
Managing Paper Mail

Managing Paper Mail

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...
Do You Have Too Many Accounts? Consolidate!

Do You Have Too Many Accounts? Consolidate!

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...
Financial Tip for January 2024

Financial Tip for January 2024

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...
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