From Our Blog
What’s your calendar style?
What’s your calendar style? As summer winds down and your calendar turns to September, let’s take a look at what kind of calendar you’re turning. In an over-scheduled world, a calendar is a necessity for staying organized—especially if you’re juggling work and household schedules. But there are so many types available that the choices can be overwhelming. That’s why we have a roundup of the advantages and disadvantages of [...]
3 Tax Tips for Homeowners
Tax Tips for Homeowners You may already know that you can deduct the mortgage interest you pay on your home, but what other tax tips for homeowners are lurking in that house? One of the biggest challenges of owning a home is dealing with the tax laws, especially those around points and cost basis. Just a little bit of knowledge can really clear up these frequently confusing terms. Here’s [...]
How 529 Plans Work
How 529 Plans Work  A 529 plan is a way for people to save money for a specific individual to attend an institution of higher education. These plans (and there are many) allow for a tax deferment on all earnings and distributions, provided the distributions are used to pay for qualified expenses.  Financial planners consider 529 plans to be the best way for most to accumulate funds [...]
2021 Advance Child Tax Credit To Make Life More Affordable
Kids are expensive. The advance Child Tax Credit payments are here to help. But could this credit negatively affect your tax bill? Many of my clients have been asking if they should be worried about making bank from the government. In today’s post, I’ll answer some of the common questions I’ve been asked and guide you through any steps you may need to take when claiming the Child Tax [...]
4 Core Principles of Change Management for Businesses
Change management isn't always easy and it can be especially messy when it involves an entire business. But it's necessary in an ever-changing world, which is why no organization can afford to remain stagnant. How can you be sure that any changes to your business run smoothly for everyone? By taking the time to think and work through the four core principles of change management, which we've outlined here. [...]
5 ideas for close-to-home summer fun
Summer’s here, and the world is opening up again. However, not everyone feels comfortable traveling just yet. And that’s fine—there’s lots of fun to be found in every area. Here are some ideas to help you and your family have an enjoyable summer close to home.  Stargaze—You don’t need a telescope to watch the stars; some advanced research, a pair of binoculars, free astronomy or NASA app, and [...]