We all experience a change in circumstances at some point; a new job, a move to a new city, getting married or divorced, etc. And with each of these changes,…
Tag: Financial Checkup
Pro·cras·ti·na·tion (prəˌkrastəˈnāSH(ə)n) – the action of delaying or postponing something. We’re all familiar with procrastination; whether it’s a particular household chore or those financial tasks we all know we should…
Summer activities start wrapping up, vacation season winds down, and school will soon be back in session. If you’re like most people, you probably put managing your finances on hiatus…
Do you ever dream of moving to a remote town (or island) for a life with less chaos and fewer distractions? There’s a lot to be said for living a…
No matter what time of year it is, it’s always a good time to dream about a vacation; especially a warm sunny place during the winter or a cool breezy…
An estimated 79% of Americans have access to a 401(k) plan as part of their employee benefits package and are able to save and invest in a tax efficient way…
You pick up the phone and hear, “This is the IRS calling about an overdue tax payment.” If you’re like most people, that’s enough to make you a little nervous.…
It’s almost time to start preparing for filing your taxes. Whether you’re filing on your own, using a software provider like TurboTax or TaxAct, or working with a qualified tax…
It’s no surprise – it happens every year at the same time. On or around April 15th (varies slightly depending if it falls on a weekend), your income tax return…
It’s a new year and we all have a busy life. So why not start the year off right by getting your financial information organized and in order? Managing your…