How to Make the Most Out of Charitable Giving
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! During the holidays, we bring charitable giving to the forefront. In 2020 especially, the right…
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Helping You Understand and Improve Your Finances
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Happy Thanksgiving!
Question of the Week Happy Thanksgiving! Happy Friday all! And Happy Thanksgiving! A lot of us are experiencing a very different Thanksgiving this year. I still got to see my… -
IRS Clarifies Stance On No Deductibility of Expenses Paid With PPP Funds
Question of the Week IRS Clarifies Stance On No Deductibility of Expenses Paid With PPP Funds Happy Friday all! If we’ve learned anything in 2020, it’s to take life one… -
High Deductible Plans That Don’t Qualify For An HSA
Question of the Week High Deductible Plans That Don’t Qualify For An HSA Happy Friday all! With the election (somewhat) behind us, it’s time to get back to the other… -
What Is At Stake For Small Businesses In The 2020 Election
Question of the Week What Is At Stake For Small Businesses In The 2020 Election This week has brought us one of the most contentious elections of our lives. And… -
Please Vote
Question of the Week Please Vote Happy Friday All! How are you feeling? I had a client tell me this week that he feels like the world around him is… -
A 5-step Process For Nearly Anything
Question of the Week A 5-Step Process For Nearly Anything Happy Friday All! I’m a huge fan of James Clear and his habit forming techniques. In fact, at the beginning… -
Five Things To Do Right After You File Your Tax Return
Questions of the Week Five Things To Do Right After You File Your Tax Return Just like that, the 2020 tax season has ended. It’s definitely been one for the… -
A New PPP Forgiveness Application is Out: What You Need to Know
Question of the Week? A New PPP Forgiveness Application is Out: What You Need to Know Right from the start, the Paycheck Protection Program has been full of surprises. Yesterday… -
Can I deduct that as a business expense?
Question of the Week Can I deduct that as a business expense? Happy Friday all! It’s been a big week for politics in the news, including the bombshell NY Times… -
PPP Forgiveness Applications Are Opening Up. Should you apply?
Question of the Week PPP Forgiveness Applications Are Opening Up. Should you apply? It’s been a while since we’ve talked about the Paycheck Protection Program (PPP). But more and more… -
3 Tips for the Tax Deadline
Question of the Week Happy Five-Minute Friday everyone! I hope you had a good week. This past Tuesday, we had the third quarter estimated tax deadline. Having just paid… -
Aligning values and investing
The current political and economic climate has focused attention on values, and, as a result, I’m seeing more advisors and clients discussing social impact investing. In its broadest sense, this…