Consistency is the key to financial independence

Consistency is the key to financial independence

We are almost halfway through! For some of us, it has been a challenging year, for others an ongoing process.  For most of us, it has been an awakening – a new experience as we are coming out of our post-pandemic hibernation.  How will you embrace the remainder of...
Do You Really Have to Fill Out Your Tax Organizer?

Do You Really Have to Fill Out Your Tax Organizer?

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...
Consistency is the key to financial independence

July: Consistency is the key to financial independence

Consistency is important in all aspects of life and even more so to help meet your personal financial goals. Many of us have big goals; but, often, we do not realize that we achieve those goals by small actions and good habits. Just as compounding can grow your money,...
September: 2020 Is Not What Any of Us Expected It to Be

September: 2020 Is Not What Any of Us Expected It to Be

Since COVID started, we have all had to make changes to our daily routines. Tasks that we used to do without a second thought now take extra planning and preparation … When is the best time to go to the grocery store? Do I have my mask? Do I have my hand sanitizer? Do...

September: School is Back, and so are Taxes and Health Benefits! 2019

September is estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments. The third payment for tax year 2019 is September 16th (the usual 15th due...