Taxes

Looking for Opportunities? Keep an eye here…

This month, we’ve been spending a lot of time focusing on – you guessed it – money.  One of the things that I see coming out of the current downturn is a lot of opportunity, especially for those who have … Read More

How to Keep Your Finances Afloat

Look, let’s just be honest right now – people are struggling financially.  Yes, stimulus checks are continuing to go out and they are having an impact for millions of Americans. Despite that, times are still hard for a lot of … Read More

Saving a Little More…

No matter how you were impacted by the pandemic, it’s making finances hard for a lot of folks right now.  Mortgages not paid, rent payments missed, and car notes paid late.  One of the things most of us have to … Read More

Individuals and Wage Earners Need to Watch Out for Scammers!

In the last month, the scammers have been working overtime.  With the COVID-19 crisis and literally billions of dollars in stimulus money available, many of the “classic” scams associated with tax refunds have been reimagined for the Coronavirus.  So, right … Read More

How Close Are YOU?

Okay, let’s be blunt – tax season is here.  W-2’s and 1099’s are on your desk or in your paperwork and it’s time to face the music.  Are you actually ready to file or are you procrastinating?  And if you … Read More

Asking Why

Everyone has goals.  That’s a given and the degree or depth of those goals is relative to the individual.  The soldier on the battlefield wants to survive and to get back to safety.  A six year old child wants to … Read More

New Year’s Checklist

2020 is here and I’ll spare you the “20/20” vision jokes, but the new year does offer us a great chance to rethink some old (bad) habits and set new ones in place.  With that in mind, here are a … Read More

Make 2020 the Year You Took Action!

Good Morning, – I hope the New Year is treating you fantastically!  Obviously, we’re getting close to Tax Season, W-2s will be sent out in the next week and the early filers are already ringing the phones.  Before me and … Read More

Some Things to Pay Attention To…

Good Morning, – Now that we’re really “into” 2020 and those of us who are digging into our New Year’s Resolutions are seeing progress while other folks may have … “misplaced” them, I wanted to pass along an interesting observation … Read More

New Year, Old Problems?

Good Morning, – Inevitably, one of the most common questions we get here when it comes to employee benefits for our clients is those pertaining to healthcare.  It’s no secret that healthcare costs, no matter who is in office, continue … Read More