Seven Reasons to Prepare a Monthly Budget

Seven Reasons to Prepare a Monthly Budget

Life is full of tasks that initially seem unenjoyable and of little value.  However, they often provide long-term benefits we may not appreciate at the time.  Regularly going to the dentist is a good example.  No one really enjoys the process, but your...
Financial Survival During COVID-19

Financial Survival During COVID-19

The recent explosion of coronavirus infections has changed the landscape for millions of American families.  Two months ago, few would have imagined the medical and emotional struggle so many are now facing. Suddenly, many are questioning their financial survival. ...
Three Tax-Smart Ways to Donate

Three Tax-Smart Ways to Donate

As many have heard by now, the Tax Cuts and Jobs Act (TCJA) made numerous changes to the prior law, upsetting the tax strategies used by many Americans.  While some changes were designed to “simplify” the tax code, many unintended consequences followed. ...
Seven Tax Tips for a Better Filing Season

Seven Tax Tips for a Better Filing Season

Seven Tax Tips for a Better Filing Season As we enter the heart of the tax-filing season, is it too late to do anything about your 2019 taxes?  Actually, there many tax tips still available to make tax filing smoother and maybe save a few bucks in the process. ...