Reducing Financial Blisters
When I told my brother that my husband and I were expecting our third child, one of his first half-joking remarks was about how much life insurance we had. The question came as no surprise to me. He and my sister-in-law had already agreed to be the designated guardians for our minor children in our […]
Is It Worth It?
Six years ago, just before my wedding, I set a goal – one that many people have at that time in their lives, I suppose: to lose some extra weight, get leaner, and build more muscle. Like most people, I already knew what to do—I just wasn’t doing it. So, I hired a personal trainer. […]
Impact of OBBBA to Taxpayers
Since the passing of the Tax Cuts and Jobs Act of 2017 (TCJA), the clock has been ticking on what tax circumstances would look like for 2026. The long awaited One Big Beautiful Bill Act (or OBBBA) passed into law on July 4th. While the bill received extensive media attention, most taxpayers won’t see large […]
Cash Flow Management: A Guide for Business Owners
As we have just surpassed the halfway point of calendar year 2025, small business owners across the country are navigating a complex financial landscape. Inflation remains stubborn in some areas of the economy, interest rates are still elevated as compared to pre-2020 levels, and operating costs continue to rise. Managing cash flow in this environment […]
Restricted Stock: Four Things to Consider
Have you ever received a compensation package from an employer that included restricted stock? Congratulations! Restricted stock is a form of equity compensation that grants an employee a certain number of company stock shares that remain restricted until vesting requirements are met, at which time they will pay out to the employee. Here are four […]
Summer Planning: Vacations, Beach Time…and Taxes?
June, the first official month of summer. For many people, summer is a time for vacations, fishing, and spending time at the beach. Consider adding to that list everyone’s least favorite topic – income tax planning. I know you are thinking, “I just filed my tax return, why do I need to start thinking about […]
A Quick Guide to Summer Supplemental Income
Summer is the season of sunshine, long weekends and finding creative ways to earn a little extra cash. Whether you’re walking dogs, hosting guests through Airbnb, selling crafts at the farmers market, or picking up a few rideshare shifts, that added income can be a great boost. But it’s important to remember that even small-scale […]
Budget – It Pays to Know
The decision to buy a home is one of the most significant financial commitments many people will make in their lifetime. My wife and I purchased our first home in March of 2022 and recently have been keeping our eyes open for prospective homes that may offer more of what we are looking for long-term. […]
Spring into Generosity – Charitable Giving & Gifting in 2025
The days grow longer and gardens blossom, as the season of spring brings a sense of rejuvenation, and for many, a time of generosity. Whether it is supporting a local non-profit that is dear to your heart or financially helping loved ones, spring is an excellent time to revisit tax planning strategies aimed at charitable […]
Trade 101
With tariff and trade talk at the front of the news, let’s take a minute to refamiliarize yourself with your high school economics coursework. This quick three-minute Trade 101 may help you avoid embarrassment at your next social gathering or small talk interaction. Best of luck! Trade: Swapping of goods or services. Global Trade: Swapping […]