Curious about the recent tax proposal and how it may affect you? If so, check out our recent podcast or the transcript below as we were joined by special guest Shawn Donovan for a second time to discuss the fine print of the recent proposed tax plan. Shawn Donovan is a CPA and Partner at…
We’ve been talking a lot about budgeting, spending, and saving money, but what we have yet to touch on is how the pandemic has affected these things and how you may be feeling. While everyone’s financial situation differs and the coronavirus pandemic had a different financial impact on just about everyone, take a second to…
Is your child a senior in high school this year? If so, you are likely in the throes of the college planning process. While this process is usually quite overwhelming, it doesn’t have to be too stressful if you plan accordingly. Here are some helpful tips to help you understand what you and your child…
You might notice that the ease of swiping your credit card often allows you to make impulse purchases. Have you ever purchased something you probably shouldn’t have because you mindlessly swiped your card? That’s okay! We all splurge on items that we want, but it’s important to discuss the consequences of building up debt on…
In the market for a new car? Read this first. As you may already know this but the car industry has had quite the year, with used and new car prices shooting through the roof. Used cars have especially skyrocketed to record high prices and are actually hard to find as we’ve been following tons…
As summer is passing by quickly and September is just around the corner, people are starting to prepare financially for the fall. However, this fall might look a bit different than others in the past as loan repayments are restarting. Although Biden stated that there will not be another eviction moratorium, yesterday evening, the CDC…
Changing jobs and not sure if you have everything under control? Switching jobs can be a stressful time and definitely a transition, so it’s important to make sure you are on top of everything you need to know and do. So where do you start? Let’s see. Salary Structure According to an interesting LinkedIn article,…
Just graduated college and not sure what to do next? Want to set yourself up for financial success, but not quite sure how to get started? Well, you’ve come to the right place! We recently published a Financial Checklist for Recent College Grads that will walk you through important and easy financial steps to take…
Have you been hearing more about Roth 401(k)’s lately. There are more and more options in company 401(k)’s recently, including the Roth option, whereas before many companies only provided traditional 401(k) options. More employers are now offering this option to their employees so check out the rest of the blog and then see if it’s…
Have you been spending more this year than last? Total consumer credit rose by 10%, or $35 billion, in May, according to the Federal Reserve. What a big increase! “Economists had been expecting an increase of $18 billion”, according to a Market Watch Article. When the economy is good people tend to spend more money,…