Planning matters

Back-to-School Shopping Budgeting Tips

It’s hard to believe that summer is winding down and the kids are preparing to go back to school already! If you have kids, you may have already heard the requests for specific back-to-school supplies and clothing necessities. As my kids are letting me know all the things they “need” before school starts, the calculator…

Read More

Happy 10th Birthday, Economic Expansion

The United States economy is in the midst of a record-breaking economic expansion. As of July 2019 the U.S. economy has grown for 121 months surpassing the previous record spanning from March 1991 to March 2001. While this seems like cause for celebration many investors who experienced the last recession have been looking over their…

Read More

Will there be any Social Security funds left by the time I retire?

Chances are you’ve run across this question either in your own mind or hearing someone else voice this concern. Here are a few facts to help answer this question. Social Security is not going bankrupt Currently Social Security funds are near an all-time high. For decades, Social Security has collected more money than it paid…

Read More

Never Take on the IRS Alone

Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should seek professional help as soon as you receive a letter from the IRS.  IRS auditors do this for a living — you don’t. Seasoned IRS agents have seen…

Read More

Open Enrollment: Why You Should Review Your Benefits Every Year

Navigating the waters of health insurance plans, flexible spending accounts (FSA) and deductibles can be confusing and present tough, but important choices. So, when you get the email from your company about open enrollment, it’s worth it to take time look at what you’re really getting. Here are some reasons why you should review your…

Read More