2020 Year-End Tax Planning Checklist
As this bizarre year is quickly coming to a close, now is a great time to review your tax information to prepare for tax season. Here are four things to evaluate before the close of 2020. […]
Protect Yourself from Identity Theft This Holiday Season!
While the holiday season tends to bring out the kindness in most of us, sadly it’s also a time when criminals up their game and prey on our heightened generosity. […]
Thinking of Buying a New Home? December is a Great Time to Shop for One!
It’s no secret, the real estate market has been booming lately as more people are working from home and no longer commuting. While it’s common practice to search for a new place to live during the summer, it’s also the most competitive time as throngs of families vie for what’s [...]
Five Ways to Stay Safe and Support Local Businesses
We are committed to supporting our community, and there’s certainly no exception when it comes to championing Small Business Saturday on November 28th! […]
Tax Tips for Your Charitable Donations
Regrettably, not all donations made to non-profit organizations are tax deductible. That’s why it’s important to understand the complexities of charitable giving. […]
Save It or Shred It? What To Do with Important Documents
Somehow, the piles of paperwork in your home expand pretty quickly. Determining what should be saved, recycled, or shredded can be challenging. […]
New CARES Act Expands Eligible Expenses For Those with a HSA, FSA or HRA Account
Another year has flown by, and it’s already time to think about open enrollment for health insurance. Some good news is the latest CARES Act has approved lots of new eligible expenses, which could mean more money in your own pocket if you have an HSA, FSA or HRA account! [...]
Thinking of Buying a Second Home? Five Things to Consider Before Making The Leap
There are many reasons to consider buying a second home. It could be for investment purposes, or merely to have a vacation home to escape to. […]
Smart Money Moves to Wrap Up the Year
As the weather gets a bit colder, it’s time to start thinking about your year-end money strategy. The fall is here and the winter holidays are closer than you think. Use the following strategies to make the rest of the year count. […]
Take Control of Your Digital Clutter
Digital clutter can make life more complicated and stressful, especially when it comes to your finances. In today’s technological age, many of us are juggling multiple logins, account platforms, and money management systems. […]