Protect Yourself Against Tax Fraud This Year

My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge during Tax Time was to gather… Continue Reading..

Assembling Your Financial Team

Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that there are professionals available… Continue Reading..

Start Your Taxes Now And Be Done In January

The days are getting shorter as your accountant savors the last few months of peace before the End-of-Year rush revs into gear. You like your accountant, why not make his or her job easier? I’ve put together a list of some of the things you should be thinking about before… Continue Reading..

January is National Get Organized Month

If your goal this year is to become more organized, experts agree: it’s best to take baby steps. Moving slowly into your new way of doing things will increase your chances of success. Setting overly ambitious goals and then failing to live up to them leads to a self-defeating mindset… Continue Reading..