Recent Money Matters Blog Posts:
March: Down to the Wire for Taxes and Looking Forward
March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down.
It’s Never Too Late to Set Your Annual Financial Goals!
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.
February: Focusing on Taxes
During February, we celebrate Groundhog Day, Valentine’s Day, Black History Month and other events. It is also the time to prepare for the upcoming tax season.
You’re Never Too Wealthy to Budget
There’s a common misconception that budgeting and daily money management are only for people living paycheck-to-paycheck or young people just starting out. The truth is, you’re never too wealthy to budget.
January 2021: Off to a Great Start
January is a great month to assess spending and determine if an adjustment will help you meet your financial goals.
How to make your next right financial decision
Creating good financial habits, while avoiding known disastrous mistakes, is generally more impactful to make the right decision .
December: Planning ahead
With so much going on in our lives, it is easy to overlook several of the important financial dates for this month, so here’s a reminder.
Pandemic tax changes you need to know now
The pandemic invades every aspect of our lives and taxes are no exception. Two major tax bills were passed in response to the COVID-19 pandemic, which could have an effect on your 2020 taxes.
November: Giving Thanks and Year End Planning
Everything has changed in 2020 but much remains the same. We still give thanks for family and the friendships we have. And as the year comes towards an end, there are time-sensitive financial decisions and tasks to consider.
Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters.