Financial Education Is Empowering

This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.

A common question we get from clients, family, and friends is: Why did I end up owing money when I filed my taxes this year? It’s not surprising- no one likes to see a big payment due come April 15!

This blog will talk about what financial documents you should back up to ensure your financial safety.

Getting an early start helping your grandkids pay for college is a smart approach. Most of us are very aware of how much college costs have been increasing in recent history. In fact, if you compare college costs from 1980 to 2020, the price to attend a four-year college full-time increased a whopping 180%! Starting some early savings for your grandchildren can allow you to take advantage of tax favorable investment options and compounding interest.

Many of us are wrapping up the 2023 tax process whether self-preparing or working with a tax preparer. As we come to the end of this process, it can be helpful to reflect on what changes might make an impact going forward into the new 2024 tax year. In this article we provide suggestions for how to improve or correct past tax issues as well as proactive tips to put you in a better tax position for the future.

This blog will provide tips to help people understand what documents they should keep and what documents they should shred.