In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a young age. Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal...
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...
Money. It’s a topic that is often difficult to discuss because we tend not to want to talk about our income and expenses with people. Of course, children are people too, but this is not an area where you want to open the household books to them right away. With the...
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’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer. The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...
March is often considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down to give the information to your tax preparer as soon as possible for filing by April 18, 2022, deadline. If you plan to...
