5 Ways We Avoid Keeping Better Money Habits

We spend a disproportionate amount of our time around the office dealing with government forms and websites. (Seriously, can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures and the designs still look like something built...

8 Essentials For Record Keeping

I get pretty excited about the spring. All around the country, the snow is gone, the trees don’t seem so desolate; and am I right that the angle of the sun is a bit less harsh? Or maybe it’s just because tax season has finished and I’m getting more...

Five Markers of Financial Health at Mid Life

If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year and your financial health. Even if you’re on extension, it’s good to pause here before summer and...

Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in...