Nov 13, 2023 | Planning, Taxes
Tax Planning: Now More Important Than Ever Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here’s how a tax planning session can potentially help your situation:...
Nov 2, 2023 | Finances, Planning
Your Online Identity is Not Your Own! Here’s how companies use information about you and what you can do to protect it One of the most valuable things you own is YOU. Your identity and related information includes the basics – where you live, your age, and...
Oct 12, 2023 | Finances, Planning
Take a Look at Better Savings Rates A silver lining to continued interest rate hikes by the Federal Reserve is being able to earn more interest on cash stashed in your savings accounts. How much interest, exactly, you can earn depends on where you do your banking....
Sep 26, 2023 | Finances, Planning
The Trouble With 0% Financing Companies want to make it easy to buy their big ticket items, especially at times of economic uncertainty. A popular technique is to offer 0% financing when you buy furniture, electronics and other household items. You can also take...
Sep 19, 2023 | Business, Planning
2023 Form W-9 & 1099 Check-In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...
