Sep 1, 2021
September is the official end of summer and a return to classes for students and teachers. The third quarter tax payment is due September 15th It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home...
Jan 1, 2021
Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
Dec 28, 2020
We are all facing challenging times. Many people today are concerned about the best way to care for their families. We struggle with self-doubt about decisions that may impact health, concerns about the stability of employment, and insecurity about access to money to...
Jul 1, 2020
We are officially midway through the year! This is a great time to pause and review your financial state. We are in very challenging times with the Covid19 crisis. With the increasing prevalence of scams and fraud, it’s more important than ever for people to be...
Feb 1, 2020
You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...
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