Beyond the Numbers

Our Beyond the Numbers blog is published with articles on a monthly basis.

The New World of Bank Reconciliations

The New World of Bank Reconciliations

Here’s a look at the new world of bank reconciliations and some ideas to use to ensure your bank account is accurate. The bank reconciliation purpose In a nutshell, a bank reconciliation ensures your account is accurate. This is done by comparing all your activity...

Your Turn! New and Classic Board Games

Your Turn! New and Classic Board Games

Board games are making a comeback during the pandemic as everyone looks to stay engaged during more stay-at-home time. Here are four of the most popular board games of all time and a corresponding board game similar to the classic game that you and your family may...

Answers to Common Tax Questions

Answers to Common Tax Questions

With the April 15 tax filing deadline right around the corner, here are answers to some common tax questions.   When will I get my refund?  The pandemic and additional stimulus payments will, in all probability, delay refund payments. But as of now here are the old...

Your Identity is NOT Your Own!

Your Identity is NOT Your Own!

How companies use your identity and what you can do to protect it. One of the most valuable things you own is YOU. Your identity includes the basics - where you live, your age, and your gender. But it also includes your interests, who you know, and what you buy. So,...

2021 Retirement Plan Limits

2021 Retirement Plan Limits

As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable. Here are annual contribution...

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