Love Notes
Mandy, JBA – A note from a client, Marilyn, (regarding establishing a new bank link): “…I so appreciate your help. I have had to try to manage these changes with so many others, and yours has been by far the easiest to do!” Kirsti, The Difference – I received this...
Time to Schedule Your Tax Planning Session
Now is the time to schedule a tax planning appointment. If you are on the fence, here are some things to consider: It can make a difference. This is especially true if you have a major event that occurs during the year. For example:Even in uneventful years, external...
Taxes: These Basics are for Everyone
Understanding how our tax system works can be tricky for anyone. Whether you’re an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just got his or her first job, understanding the basics can help refine and define...
Can’t Miss Stops for Your Summer Road Trip
School is out, the weather is warm, and it’s time to head out on a summer road trip! Tired of the same old locations? Every state has a number of unique destinations for the every day explorer. Here are some free ideas for the creative vacation seeker in all of us:...






















