Jan 26, 2015 | Planning | 0 Comments
How are you doing with your budget this month? The end of the month is just a few days out. Did you find it hard to keep on budget and stay current in tracking your expenses? I make a weekly appointment on my calendar to review my budget progress, but sometimes the...
Jan 7, 2015 | Planning, Taxes | 0 Comments
Last month we had a chance to review our finances and look forward to new ways to save and/or make changes to how our money is spent. Great now that you have settled on a budget, targeted your plan to pay down debt or better yet pay off debt this year. Plus live...
Jan 2, 2015 | Living Life, Planning | 0 Comments
In January, a host of resolutions are made and some may reflect in December of the past year and plan to make the best choices to grow, change or manage their lives. I like the Chris Brogan’s #3words2015 concept to select a few words that will inspire you to stay on...
Dec 22, 2014 | Planning, Taxes | 0 Comments
Many taxpayers look to a professional when it’s time to file your income tax return. After all they are being trusted with your family’s personal information. Your private financial details plus personal information on your children and/or dependents like Social...
Dec 17, 2014 | Living Life | 0 Comments
“Happy, happy Christmas, that can win us back to the delusions of our childhood days, recall to the old man the pleasures of his youth, and transport the traveler back to his own fireside and quiet home!” — Charles Dickens The month of December is mark as...
Dec 16, 2014 | Taxes | 0 Comments
Doing your taxes for 2014 will have some challenges and additional fees that will be incurred to process your income taxes that you may not be fully aware of. First thing to know is that you will need to provide your tax professional with your W2 and form 1095-A, if...
Dec 15, 2014 | Planning | 0 Comments
Do you have an Emergency fund, Rainy day savings, or Life Happens fund? Whatever you want to call it doesn’t matter just know you need to have one. Unexpected incidents will come up when you least expect it. Which can have serious consequences to your finances. It...
Dec 14, 2014 | Taxes | 0 Comments
Online Hobby Sales Income If you are an online seller through online sales websites like Esty, eBay or Amazon, you may have to report the sales as income. The Internet Tax Freedom Act prohibits the taxing of access to the Internet. The Act does not apply to tax on...
Dec 13, 2014 | Taxes | 0 Comments
Ever wonder where and how your tax dollars go? Let’s look at where your money goes in viewing a common receipt where your have purchased some items in each of the following departments in a store. National Defense– Personnel salaries and benefits; ongoing operations...
Dec 10, 2014 | Planning | 0 Comments
In the past 5 years I have met some amazing people and great connections during networking events. At first it was uncomfortable trying to make small talk with a stranger. But I have learned quickly that I was not alone in feeling awkward even for those who seem to...
Dec 8, 2014 | Planning | 0 Comments
Budgeting is a very important habit that will reduce stress, and give you control of your finances but most importantly… save you from getting into debt to cover expenses that can be managed for throughout the year. Plan ahead for events that will come whether you are...
Dec 7, 2014 | Taxes | 1 Comment
Tax laws change every year. Often many of the changes affect every taxpayer while others only affect small businesses or high-income taxpayers. Flexible Spending Accounts (FSAs) is where you can save pretax dollars to pay for health care expenses, or dependent care...
Dec 5, 2014 | Taxes | 0 Comments
This is the time of year where philanthropy is given a lot of attention, many non-profits count on the end of year gifts to meet their budgets. Below are a few reminders to keep in mind as you plan your year-end charitable gifts. Qualified charities – Only...
Dec 5, 2014 | Planning | 1 Comment
December is here and with it comes another time to reflect on how you did with your time, profession, and money this pass year. Plus, look ahead and plan for the start of another year. A time for planning can be also a bittersweet moment, when you realize that all the...
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