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…
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Helping You Understand and Improve Your Finances
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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… -
A Reference Guide for Car Buyers
Question of the Week A Reference Guide for Car Buyers Happy Friday, all! Last week, we talked about the opportunities this market environment offers to home buyers. But what… -
A Reference Guide for Homebuyers
Question of the Week A Reference Guide for Homebuyers 2020 has been wild to say the least. In the midst of all of the chaos, people are finding a lot… -
Know Yourself Better By Taking the Enneagram Test
Question of the Week Know Yourself Better By Taking the Enneagram Test Happy Friday, all! At BTF, we believe that getting in tune with your own needs, wants and…