Breaking the Sandwich Generation Cycle
If you find yourself raising school-aged children or financially supporting grown children while also caring for aging parents, you are part of the sandwich generation. It is natural to feel pressure to care for aging parents, and as a parent, to feel the obligation to tend to your own family. Understandably, the sandwich generation experiences extreme […]
Election Year – What to Expect
October has always been one of my favorite months in the calendar year. The air begins to feel more crisp, football season is in full swing, and things can (sometimes) begin to slow down as you approach the holiday season and the year’s end. However, every four years October takes on added significance as the […]
Financial Priorities: The Basics
Fall is officially under way. With each changing season, it has always felt to me like an opportunity to start fresh or revamp areas of my life. Recently a colleague and I visited our alma mater, Texas A&M University (whoop!) to share our experiences with a group of first-generation college students who were also starting […]
Bottles to Budgets – Preparing for a Secure Financial Future
My husband and I are expecting our first baby this fall, a little girl! Although our sweet bundle of joy has yet to arrive, we have already encountered a whirlwind of decisions to be made. From picking out the perfect name, to deciding on a complementary shade of pink to paint the nursery walls, the […]
Celebrate National 401(k) Day
September 6th, 2024 marks National 401(k) Day, an annual “celebration” to raise awareness about the importance of saving for retirement through employer-sponsored 401(k) plans. I encourage all working adults to take this opportunity to review their 401(k) accounts and ensure they are on track to reach their retirement goals. The 401(k) is one of the […]
Business Owners Guide to Corporate Transparency Act
As a business owner, you are no stranger to juggling multiple responsibilities. From managing daily operations to navigating complex regulations and staying on top of finances, the list of tasks seems endless. Just when you think you have a handle on everything, a new hurdle appears on the horizon in the form of the Corporate […]
Remote Work Tax Implications
As someone who began remote work during the pandemic and is now the first remote employee for Keller & Associates, I’ve witnessed firsthand the transformation of the traditional work environment. While this shift offers flexibility and convenience for employees and employers alike, it also brings forth various tax implications that both individuals and businesses must […]
Survivor’s Checklist
Life experiences have the most profound impact on my learning. I do not think that I am alone in needing to experience something firsthand to gain a greater understanding and better perception. Unfortunately, with the passing of my dad last month, I’ve been able to gain a better grasp of all the financial tasks and […]
Maximizing Health Savings Strategies
Are you taking advantage of triple tax benefits? If you are enrolled in a qualifying high-deductible health plan (HDHP), not claimed as a dependent on someone else’s tax return, and not covered by another non-high-deductible health insurance plan, you may be eligible to contribute to a Health Savings Account, or HSA. HSAs are known for […]
Better Than To Receive
The Victoria Bach Festival recently concluded its 49th season, marking another year of exceptional music. As the current President of this enduring organization, I am filled with pride as we prepare for our 50th season next year—a milestone that coincides with my 10th year on the board. Contributing to a cause greater than oneself is […]