As 2020 draws to a close, it’s a great time to review your business and personal finance end of year checklist to make sure you are finishing up the year strong and setting up for success next year. Be proactive, as it’s essential for long term, sustained...
We always like to say “Don’t be charitable ONLY for the tax deduction.” However, we also know there is an incentive to do so, especially when receiving a tax deduction. That doesn’t mean we don’t want you to maximize your tax benefit; we...
Spring is a time of new beginnings and fresh starts. While your finances don’t start over, they do change slightly year to year. If you’re looking for a productive project to stay busy while you self-quarantine, then get rid of financial clutter and enjoy...
