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[Video] Spring Cleaning – How do you get and stay organized?
Spring Cleaning – How do you get and stay organized? MICHELLE SMALENBERGER, CFP ® It’s spring and we naturally think of spring cleaning! We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls. So, now you’re ready to get rid of some of that…
Your Healthy Financial Future [Video]
Moments: Our lives are full of them. Some are big, powerful, defining milestone moments. Some moments we can plan for, engineer, and maybe even create. Other moments are surprises and catch us off guard. A lot like raindrops, some are memorable but most are forgettable. Usually that first raindrop, or the one that hits…
[Video] Tax Extensions: What You Need To Know
Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® We’re quickly approaching the end of tax season. If you haven’t filed your return yet, what do you do? Maybe you’re a last second kind of person or maybe you’re waiting for that last document, like a K-1. Should you file an extension? What is…
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
[Video] Net Worth vs. Self Worth
Net Worth vs. Self Worth STEVE SMALENBERGER, EA® We use benchmarks in all different areas of our lives: A carpenter uses a measuring tape. A student uses a GPA. A coach uses a win-loss record. In our financial life we use a measurement too. The measurement is known as net worth. But, is net worth…
Get Organized: Your Accountant Will Thank You! [Video]
It’s tax return time! Instead of bringing in a box of receipts to give it to your accountant. Let’s talk about an easier way.
