December 2022

Tax Planning

Hi there & happy New Year, 2023!

Things to do, "taxwise", for the new year...

I N D I V I D U A L S

* if you are an individual tax client, please take a look at the tax organizer which was mailed to you on 12-24-22 - and see the list included - "a few items to start"... 

Posted December 30, 2022
Business Strategies

Now that 2023 is right around the corner, it’s a good time to look ahead at planning for a brighter financial future. You can review your financial moves in 2022 and consider what worked well and what didn’t. For many people, 2022 was a year to recover financially from the troubles caused by the pandemic.

Posted December 27, 2022
Business Strategies

Working from home offers tremendous benefits. If you’re a person who has longed to work from home, it may be possible to make this scenario a reality. Before approaching your boss with the idea, take some steps to see if this would actually be practical for you.

List Your Responsibilities

Posted December 19, 2022
Budgeting Tips

Whether you're trying to reclaim your credit score, or simply looking for a way to reduce your credit utilization, a balance transfer credit card can be a great solution.

Posted December 13, 2022
Budgeting Tips

Investing in pet insurance can be a great way to protect the quality of life of your pet. It could save you money on pet medical bills. It would also give you the assurance that you would be able to pay for pet medical emergencies down the line.

Posted December 4, 2022