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Tips for making your 2020 tax return preparation easy and accurate. One of the most important things you can do to prepare your tax returns yourself or to turn them over to a professional is to ORGANIZE! Pull out your prior year return to compare what you had last year to what you should have…

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The Role and Toll of Being the Executor of a Will. Meticulously kept instructions were Mom’s final gift to me. It has been almost a year since my mother passed away. As I reflect on the past months, I realize that my role as her caretaker did not end at her death, but has remained…

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Stop Dreaming and Start Doing

It takes more than willpower and a vision to reach our goals. By incorporating some small, regular action steps, along with minding your mindset, the big goals you’ve planned can be achieved. You can create the life of your BIG DREAMS!

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january 2021 calendar

2020 threw most of us a curve when it came to financial wellness and planning. If you’re like most people, your “best laid plans” made in good faith last January went awry as the year unfolded, full as it was with COVID-related challenges. According to Principal, 22% of Americans said they considered their top financial…

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It used to be Black Friday was the kick-off for holiday shopping, but experts are saying 2020 will be a little different. In part to make up for startling deficits created by COVID-19, many retailers say they’re starting their promotions early. That means we’ll be knee-deep in holiday “Buy One, Get One” offers and “Limited…

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