Saving Money in Familiar Places

Being American means being free, bold and friendly...unless you’ve ever dropped a bunch of coins on the ground and dared not to pick up the pennies. People will give you dirty looks! And you know what they are thinking: Oh, we have a big shot over here not picking up… 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..

Daily Money Management for Every Age

Generally it’s not because they are unable to balance a checkbook or make a mortgage payment. They are just focused on more important things like establishing a career, running a house, building a family and leaving a legacy. Case study: Building a life A married couple in their mid 30s… Continue Reading..

Where There’s A Will, There’s A Yay!

Making a will is one of the smartest “rainy day” projects that any parent could undertake. Though it might not seem exciting to you, the stakes are high and your family’s future - as well as your legacy - hang in the balance. If you don’t have a will, you… Continue Reading..

This Identity Thief Will Pay Your Bills For You! (Part 2)

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you.… Continue Reading..

Tax Fraud, Identity Theft and the IRS

Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact information for the agency’s new Identity Verification… Continue Reading..

Start Liberating Yourself From Clutter With These Baby Steps

My mother was extremely organized. Naturally, I was a rebellious kid who embraced disorganization...and I became an adult who married disorganization, figuratively and literally. Together, my was-band (He WAS my husBAND) and I each managed our own businesses quite well down in the valleys of mountains of unopened mail. When… Continue Reading..

How To Be Prepared For Your Tax Preparer

Soon you will have the information you need to file your taxes, it’s time to be proactive and get things done! Showing up at your accountant’s office on April 14th with a shoebox full of receipts is not going to do you any favors - in fact, it could cost you… Continue Reading..

Say Hello To Your New Best Friend: Accounting Software

People use their business experience to inform their decisions in all areas of their lives, but none more so than running a household. And like any good business with a good bookkeeper, families benefit enormously from using accounting software, which makes it easy to: Track your expenses in greater detail… Continue Reading..