Round Up Those Receipts: Your Ticket to Tax Savings Awaits!

I hope this finds you enjoying a fun-filled week between Christmas and New Years, but while a lot of folks are taking it easy, let’s talk about the elephant in the room—those pesky receipts that you’ll need to file your … Read More

Boost Your Future and Lower Your Taxes: Max Out Retirement Contributions

Time is of the essence as the year draws to a close, especially when it comes to securing your financial future. One action item that can’t wait is maximizing your contributions to retirement accounts like 401(k)s and IRAs. You see, … Read More

De-Grinching Christmas

Maybe the Grinch isn’t real, but as inflation continues to impact our budgets, it could feel like you’ve lost yet another Christmas to has been stolen.             Happily, there are still ways to save some money.             First, it’s smart … Read More

Unleash Your Inner Santa: Tax-Savvy Gifting for the Win!

Well, here we are, the end of November!  The sparkly lights, gingerbread lattes, and classic Hallmark moments are right around the corner, but this season isn’t just about decking the halls; it’s also the season of giving. And hey, while … Read More

Stop Playing ‘Hide and Seek’ With Your FSA Funds: Use ‘Em or Lose ‘Em!

Guess what? We’ve entered the season of holiday songs, cozy sweaters, and—wait for it—Flexible Spending Account (FSA) planning. Yep, you heard me right.  Amongst the jingles and twinkling lights, it’s easy to forget about those pesky FSA funds just sitting … Read More

Refinancing Student Loans                

It’s hard to get past that student loan bill every month. But should you refinance?             Financial experts are divided on the merits of refinancing. Notable financial gurus like Dave Ramsey emphasize a holistic approach to debt elimination, prioritizing budget … Read More

When Life Gives You Lemons, Make Tax Lemonade!

Ah, the wonders of investing  – interest rates have had a huge impact on all of us these last two years, but as we move through Q4, you might have a few “misses” as far as investments that you’d rather … Read More

The Secret to Being a Good Tenant     

     Among all the many necessities of life, nearly everyone pays rent at some point in their lives, but some don’t realize how important this can be.             In the terms of housing, punctuality is more than a virtue – … Read More

“Unwrap the Gift of Tax Savings: Why Q4 is Retirement Boosting Season 🎁”

Ever heard the saying, “Time flies when you’re having fun?”  Well, here we are, cruising into Q4, and if you’re anything like me, you’re probably thinking, “Where did the year go?”  But before you hang it up to coast to … Read More

Navigate Open Enrollment Like a Pro and Optimize Your Tax Position

Autumn is a season of change, and as we watch the leaves transition into vibrant shades of red and orange, we too should think about beneficial changes in our lives—especially when it comes to health insurance. With many companies launching … Read More