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Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same as most: “How can I pay less next year?” Of course, specific tax advice needs to come from a tax planning professional. Each person...

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How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Meal Planning As a Financial Tool

Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

Embrace Your Budget to Attain Financial Freedom

Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought...

The IRS $600 Rule, Simplified

There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which...

Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

Lessons for College Kids: Three lessons to give your children before college.

One of the most stressful moments of a parent’s life is letting go, allowing your children to walk on their...

What Is a 529 Plan?

Do you have children? If so, you’ve likely spent time wondering how you’re going to pay for their college education.