News Category

Financial Planning

Taking a Detour: Rethinking the Traditional College Route

For many high school seniors, the pressure to pursue higher education immediately after graduation can feel overwhelming. Well-meaning parents and school counselors often unwittingly contribute to this pressure through conversations about college plans, arranging campus tours, or assisting with applications.

Education Savings: There’s No Time Like the Present

In May of each year, it is always delightful to see signs popping up in the yards of various neighborhood kids and grandkids, announcing their graduations.

Giving Financial Guidance to Loved Ones During Life’s Big Events

It’s curious how certain times of the year are widely popular for certain life events.

Financial Literacy: Topics, Tips and Tools for the Digital Age

Financial literacy is essential for everyone. At its core, financial literacy is the ability to understand and then apply financial concepts such as budgeting, debt management, saving, and investing. It empowers individuals to make informed decisions about their money, avoid unnecessary debt, and build long-term wealth.

Tax Scams: The “Dirty Dozen” to Avoid

Are you aware of the Internal Revenue Service’s Dirty Dozen list? Compiled annually, it warns of the top 12 tax scams that may be encountered anytime, but peak leading up to and during tax season.

Tax Strategies for Special Needs Families

If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is you may be able to reduce these costs by maximizing the tax strategies available to you.

Important Tax Changes in 2025

Possible credits and deduction changes to keep in mind.

Newlywed Name Change: Step-by-Step Guide to Updating Your Last Name

Those who are newly married often are asked the question, “Will you be changing your last name?”

A CPA’s Year-End Wishlist

Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.

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