5 Things You Need to Know About the Newest Healthcare Bill

Senate Republicans unveiled their healthcare plan yesterday after weeks of closed-door sessions. The plan proposes some pretty significant changes to existing healthcare law, both for… Read More…

Work Like You’re Going on Vacation

This first day of summer has me thinking a lot about vacation, and not just because I’m eager to get away for a few days…. Read More…

Why You Need a Business Valuation (even if you don’t plan on selling soon)

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood.  They poked around the back yard, took some measurements, and… Read More…

June 15th Tax Deadlines

Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us. Tax Day is coming tomorrow, June 15th, for… Read More…

Lies I Tell My Computer (and why they’re important)

My first car was a Jaguar XJ220, pictured here for anyone who is interested.  I also grew up on Melrose Place and my mom’s maiden… Read More…

Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if… Read More…

Little Perks, Big Impact

It’s National Leave the Office Early Day!  So go ahead and pack up your stuff.  Go home! No one can get mad! Kidding. If you… Read More…

Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some business, some personal), a… Read More…

How to Pay for College

If you’re the parent of a high school senior, we know that money is on your mind.  While your child has been busy for months… Read More…

National Bike to Work Day Is The Perfect Time to “Go Green”

The third Friday in May (that’s today!) is National Bike to Work Day.  This day originated back in 1955 by the League of American Bicyclists… Read More…