5 Important Things to Know for Your 2018 Taxes
March 5, 2019
With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]
Working Wealthy – Who’s the Best Coach?
February 26, 2019
I took my daughter ice skating recently. Ever since she caught the skiing bug, she has been determined to try ice skating. Having played hockey nearly my entire childhood and through college, I was thrilled she wanted to try something I thought I knew a lot about. However, I quickly learned that knowing a lot […]
Key Planning for the Youngest in the Family
December 11, 2018
Sending your young adults off to college, especially when it is for the first time, can be hectic. The focus is usually on getting signed up for the right classes and moving a car load of belongings into a small dorm room. These are really important and the to-do list for setting up your college […]
Working Wealthy – What’s Your Cash Cushion?
August 28, 2018
It’s a topic we take for granted, but it is rather important to the cash management of any household or family. How much cash do you keep on hand for emergencies? No one plans to replace their furnace and get in a car accident in the same week. So be prepared, and don’t let a […]
Helpful Hints to Help Ease the Holiday Divorce Stress
December 19, 2017
The Holidays tend to elicit a range of emotions for all of us. The excitement of gifts and special time with family and friends, offset by the stress of extra shopping and events. Many of us are either directly or indirectly affected by divorce. The complexity of the additional houses and celebrations often intensify the […]
Graduation Gifts with a Tax Break
August 8, 2017
Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]
Working Wealthy – What’s My Number?
June 27, 2017
Situationally speaking, this question might get different answers from different groups of people. I can still recite the phone number of my childhood home and the number of my best friend. Neither of us has lived at those addresses for over 20 years, but numbers have a funny way of sticking with a person. Others […]