Behavioral finance explores the psychology behind how emotions, beliefs, and biases influence financial decisions.
In this blog, we look at how “money scripts" and common cognitive biases can shape the way people save, spend, and invest – and how understanding these patterns can lead to more confident financial planning.
End-of-life planning isn’t easy to think about, but it’s one of the most meaningful steps you can take for your loved ones. Our latest blog delves into the importance of keeping wills updated, reviewing beneficiaries, documenting healthcare wishes, and organizing essential information before it’s needed. Small steps today can prevent significant stress later – we can help you ensure your affairs are in order and your intentions are clearly documented.
Although tax season may feel far away, the IRS is encouraging taxpayers to start preparing now. With major changes under the One Big Beautiful Bill and new IRS rules around deductions, refunds, and payments, early planning can help prevent delays, errors, and unnecessary stress when it’s time to file. Our latest blog outlines what’s changing and how to stay ahead so you can file with confidence when tax season arrives.
As the year winds down, it’s the perfect time to get organized for tax season. From documenting non-cash gifts and valuing household items to gathering receipts, estimated tax payment records, and key business info, this quick year-end checklist helps you stay prepared, maximize deductions, and start the new year with confidence.
New tax law from H.R.1 brings major updates to how families save and pay for education. Beginning in 2026, FAFSA rules will exempt family-owned farms and small businesses, federal loan programs will see new limits, and 529 plans will expand to cover more expenses. In this month’s blog, learn how these changes could impact your family’s education and financial planning.
As of 5:00p on March 25, 2020, pursuant to Governor’s orders for “nonessential” services, our office has ceased all in-person activities. We have retained a core staff and will continue to prepare taxes and communicate via email. If you need to reach us, we will have limited phone accessibility. We appreciate your patience as we attempt to operate at less than full capacity.
As tax season quickly approaches, one of the many decisions to be made is: who will prepare my tax return? Whether you’re in the market for a professional tax preparer or have an established relationship with one, you should know what the various designations mean. Currently, the most common designations are the Enrolled Agent (EA) and the Certified Public Accountant (CPA).
