Finances & Your Family

Prepare for your tax returns using FORMS [Video]

January 19, 2022

It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.

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Thanksgiving Day Fun 2021

Thanksgiving Day Fun [Video]

November 23, 2021

It’s Thanksgiving time again and we wanted to record a fun way that you can get to know someone, to get to know something about us, or something you can do at your Thanksgiving with friends or family. 

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Charitable Donations

Charitable Donations & Contributions [Video]

November 1, 2021

This time of year people think about charities and year-end donations.  Be sure to download your copy of the year-end tax planning checklist.

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Open Enrollment – Deciding between Medical Insurance Plans [Video]

September 19, 2021

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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Investing in a 529

Investing in a 529 College Savings Plan [Video]

August 5, 2021

We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!

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Financial Independence Day [Video]

June 28, 2021

What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.

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