2019 is approaching…

2019 is approaching…

With the Thanksgiving leftovers mostly consumed, we are turning our eyes to year-end matters. As we approach 12/31/18, there are lots of items to consider. Because, yes–the standard deduction has been significantly increased this year, and it might make sense...
One Significant Habit of the Wealthy

One Significant Habit of the Wealthy

One Significant Habit Of The Wealthy — Even Before They’re Wealthy “My best friend is the one who brings out the best in me.” – Henry Ford We’re into the final quarter of 2018, and since this is the biggest quarter of the year for...
Getting the right financial mindset

Getting the right financial mindset

We just wrapped up all the extension returns for the 2017 tax year and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say because, for many of our clients, we are continuously looking backwards – playing catch-up because they...
Make extra payments – or take things slow?

Make extra payments – or take things slow?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Much can be (and has been) written about the...