Jan 25, 2024

Size Matters Especially When it Comes to Your Business CPA
Size Matters Especially When it Comes to Your Business CPA

Selecting the right Certified Public Accountant (CPA) is a crucial decision for businesses, and one factor that often plays a pivotal role in this choice is the size of the business itself. The size of a business can significantly impact its financial needs, reporting requirements, and overall complexity. In this blog post, we will address why business size matters when…

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Jan 23, 2024

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of expectations. Moreover, your financial advisor’s…

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Jan 18, 2024

Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month

Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Based on these factors, you can develop a solid financial strategy that aligns with…

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Jan 17, 2024

New FAFSA goes live this month!
New FAFSA goes live this month!

New FAFSA goes live this month! Posted by Vida Jatulis on Jan 17, 2024 1 Like All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. It is designed to be shorter, more straightforward and unlock more aid for most students. Think of the FAFSA as the pathway to…

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Jan 17, 2024

How to Cut Down on Money Stress This Year
How to Cut Down on Money Stress This Year

So many people try to jump right into making changes in their financial life without spending time working on their mindset. Don’t underestimate the power of your thoughts and beliefs; they can have a very real effect on your success. Here are some ways you can tackle your goals this year with less stress, more confidence and the habits you…

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Jan 9, 2024

6 Financial New Year’s Resolutions for 2024 and How to Achieve Them
6 Financial New Year’s Resolutions for 2024 and How to Achieve Them

As we usher in 2024, it’s time to turn over a new leaf, not just personally but financially as well. The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health? Setting financial resolutions for the new year is more than a ceremonial gesture; it’s a…

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