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
Taxes
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
Rethinking Your Taxes
Happy New Year, Welcome to 2020! Like many of us, I’m sure you’ve made a whole host of resolutions for the New Year. I did, too. Today, though, I wanted to reach out to ask you – were those resolutions … Read More
Don’t Get Lost in the Season…
It’s the holiday season, … …And there’s no reason you need to let the stresses get to you. Year after year, I have folks like you who let themselves get lost in buying and end up loaded up in debt … Read More
Individual Tax Planning and Vacations
Now that the family vacation is behind you and the financial costs are readily apparent, can we talk about how you can save money next year? I know that a lot of you are thinking, “It would have been nice … Read More