July is the New April

July is the New April

The worldwide health crisis brought on by COVID-19 made life different, really quick! My family is safe and healthy. We are sheltered-in-place, and comfortable. For this I am eternally grateful. But, I am a mom so I am constantly worried. I worry, but I take comfort...
Collection Time!

Collection Time!

You might be wondering what you need to do to as you prepare to file your taxes. The first step is “collection”. The easiest way to make sense of all those tax documents you receive over the next couple of months is simply to toss them into a shoebox (or other...
End of Year Details

End of Year Details

The last few months of the year is a great time to review your income and expenses to avoid any surprises when you file your taxes. You will want to review the following items to be sure all your personal and financial goals are in alignment. Charitable donations...
To Joy & Success!

To Joy & Success!

We end this year wishing you and your families a joyous holiday season and a successful start to the new year. As we approach the end of the year, it is a time for all of us to reflect on our goals, successes and challenges for the year. It is also time to reflect on...