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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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Joyous or tragic, Live Events become less stressful with a little planning. Being prepared for a Life Event centers around two main topics – financial documents and conversations with your loved ones. As important as it is to be prepared, both for yourself and your loved ones, it can sometimes be an overwhelming topic to…

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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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