Getting Your Finances Organized

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The slower economy has forced everyone to make different choices. Most of you should have filed your taxes by now, and for some that can be a harsh reality check. I have witnessed my clients at all economic levels having a greater awareness of what they are spending and scaling back. Never has there been a more important time to implement a budget that can help you really understand what you are spending on a weekly, monthly or yearly basis.

While ...

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Tips for Cutting Summer Spending

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The slower economy has forced everyone to make different choices.  During the summer cutting costs may be even tougher because of extra expenses on vacations and entertainment for the children.  I have witnessed my clients at all economic levels having a greater awareness of what they are spending and scaling back.  Never has there been a more important time to implement a budget that can help you really understand what you are spending on a weekly, monthly or yearly basis.

While ...

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Tax Preparation

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Even though its only February, tax season is approaching MUCH more quickly than you think! As the April 15th deadline rapidly approaches most of you are probably scrambling to get files in order, talking to professionals, and gaining a general sense of confusion and disorientation throughout the whole experience.  But with advance planning and organization, tax time doesnt have to be such a difficult process.  Knowing what information you’ll need will make the process speedier- and will get your refund ...

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