If the financial goals conversation seems intimidating to you, know that you are not alone!
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
2020 is a year we’ll all remember though in many ways we want to forget it.
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
