Helping You Understand and Improve Your Finances

• Test Content

  Fundamentals | 03.16

  This is an H2 For Example Donec id elit non mi porta gravida at eget metus. Donec ullamcorper nulla non metus auctor fringilla. Fusce dapibus, tellus ac cursus commodo, tortor…

  Read More

• I started a podcast!

  Business Planning | 03.05

  Question of the Week I started a podcast! Happy Friday all! I have some exciting news to share on my end. I’ve started a podcast! It’s been in the works…

  Read More

• PPP Revamped to Benefit Smallest Businesses

  Business Planning | 02.26

  Question of the Week PPP Revamped to Benefit Smallest Businesses Happy Friday everyone! If you own one of the nation’s smallest businesses—say a sole proprietorship or a firm with only…

  Read More

• Fighting Pandemic Fatigue

  Fundamentals | 02.19

  Question of the Week Fighting Pandemic Fatigue Happy Friday everyone! Recently, I’ve been talking with a lot of clients who have hit the pandemic wall. They’re irritable, frustrated, and exhausted…

  Read More

• 8 Tips for the Start of Tax Season

  Tax | 02.12

  Question of the Week   8 Tips for the Start of Tax Season Happy Friday everyone! Tax Season 2021 officially opens today. It’s a couple of weeks later than normal,…

  Read More

• Impact Investing With Community Development Financial Institutions (CDFIs)

  Investing | 02.05

  Question of the Week Impact Investing With Community Development Financial Institutions (CDFIs) Happy Friday everyone! The current political and economic climate has focused attention on values, leading more organization, advisors…

  Read More

• What is Form 1099-NEC?

  Tax | 01.29

  Question of the Week What is Form 1099-NEC? Happy Friday all! We are barreling toward the end of the month and the next big tax deadline. And while filing season…

  Read More

• SBA Releases One-Page PPP Loan Forgiveness Application

  Business Planning | 01.22

  Question of the Week SBA Releases One-Page PPP Loan Forgiveness Application The Small Business Administration (SBA) released a slew of PPP guidance and updates this week, including the new simplified,…

  Read More

• Estimated Tax Day

  Business Planning | 01.15

  Question of the Week Estimated Tax Day! Happy Five-Minute Friday everyone! I hope you had a good week. Today is the fourth quarter estimated tax deadline. Hopefully most of you…

  Read More

• Happy New Year!

  Business Planning | 01.08

  Question of the Week Happy New Year! Happy Friday all! What a tumultuous first week of the new year, huh? A pivotal Senate election, two Congressmen almost having a literal…

  Read More

• Happy Holidays!

  Fundamentals | 12.18

  Question of the Week Happy Holidays! Happy Friday all! Here we are! The last Five-Minute Friday of 2020. I’m practicing what I preach and taking off the last two weeks…

  Read More

• Your Year-End Checklist

  LGBTQ Finance | 12.11

  Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to…

  Read More

• How to Make the Most Out of Charitable Giving

  Fundamentals | 12.04

  Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! During the holidays, we bring charitable giving to the forefront. In 2020 especially, the right…

  Read More