Apr 13, 2024 Taxes 5 Steps for Handling an Unexpected Tax Bill Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size. Read More
Mar 28, 2024 Investment Financial Planning How March Madness Is Like Investing Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing. Read More
Feb 26, 2024 Understanding Social Security Benefit Taxation This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability. Read More
Jan 9, 2024 National Financial Wellness Month January is Financial Wellness Month, a time to check-in with your financial strategy. Read More
Dec 28, 2023 Financial Planning Revisiting Your Annual Financial Goals. How Did You Do? This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year. Read More
Oct 24, 2023 Financial Planning Brewing a Rich Future: 5 Financial Planning Tips to Sip On This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips. Read More