How to Properly Balance Work & Personal Life

Whether you are a CEO of a Fortune 500 company or running a small local business, balancing your work and your personal life is a common obstacle. Long to-do lists, constant phone calls, full email inboxes can happen to the best of us. Even when it seems like establishing a work-life balance seems impossible, these […]

Love, Marriage and Future Business Partner?

Marriage is a partnership that needs solid boundaries in order to succeed. The same goes for a business. It is a partnership, but in a different context. Before starting a business with your spouse, consider asking each other some very important questions. What value do you see in this endeavor? What is more important; your […]

Stress and How Successful People Overcome It

Anxiety is a pivotal emotion that we all experience. When our bodies are put into stressful situations, our performance levels peak and we can perform better. However, not everyone is capable to handling stress the same way. If you find yourself in a stressful situation and feel your performance will take a hit, follow these […]

Lifelong Learning is Imperative for a Lifetime of Success

The world is ever-changing. Markets and segments evolve year after year. Expanding your mind is a key factor to your success. “An often overlooked yet simple way to improve is to increase your knowledge by being a self-starter.” It is important to be an active listener so you can be a lifetime learner. Check out […]

Financial, Mortgage & Real Estate Q&A Event

Buying a home in the near future? Starting a family? Saving for retirement? There is no time like the present to be prepared for your financial future. Professionals and consumers are welcome to attend at no cost. No salesman, just an informal session to answer your financial questions in a relaxed setting. Join us on […]

Review Your Taxes in The Summer for Less Surprises Next Spring

Each year many people are surprised to find out they owe more money on their taxes than they originally thought. While others might be excited at the arrival of a larger refund check than they previously planned for. Has this happened to you? You might want to consider staying on top of your tax situation […]

How a Name Change Impacts Taxes

You’ve completed your taxes, and you have a nice healthy tax refund awaiting you. You’re just waiting on the IRS to put that check in the mail. But for some reason, your tax return isn’t coming as quickly as it normally does. Why? Did you change your name last year? Believe it or not, that […]

How to File an Amended Tax Return

We all know filing taxes is not the easiest job in the world (that’s why you hire us to help!) Mistakes do happen from time to time, so what do you do when you realize there is an error after you’ve already handed in your returns? Well, there are two options: The first option is […]

Affordable Care Act Premium Tax Credit

With the implementation of the Affordable Care Act, also known as “ObamaCare,” health care coverage is now required. This can be a heavy burden when you’re on a tight budget. Luckily, the IRS has allowed for a premium tax credit for those who have moderate incomes and need help paying for their health care coverage. […]

Affordable Care Act Individual Shared Responsibility Payment

Health care coverage is now required under the Affordable Care Act, also known as “Obamacare.” If you do not have coverage, the IRS can charge you with an individual shared responsibility payment when you file your taxes in 2015. In their article on the subject, the IRS lists three reasons why you would have to […]