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COVID-19 Notice: Our offices remain open however we are all working remotely. We are available by phone, email and video conferencing.
We may not be available for a "face to face" meeting but we are still here for you. Please stay safe and healthy.

Category: Budget

Budget, Casualty Loss, Debt, Fraud, General Tips, Income, Life Changes, Refunds, Small Business, Videos

Videos

Life Events: A New Birth

November 4, 2018January 12, 2021Tax Videos
Budget, General Tips, Income, Life Changes, Saving

Emergency funds: Why they’re worth it

Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times.

Continue reading “Emergency funds: Why they’re worth it” →

February 12, 2018February 26, 2018
Budget, General Tips, Life Changes, Saving

Want to give this year? Here’s what you need to know

Planning on giving this year? Giving annually might trim both your estate and income taxes. Currently, you can give $14,000 to any number of recipients without paying federal gift tax. Learn about your options. Continue reading “Want to give this year? Here’s what you need to know” →

December 6, 2017November 15, 2017charity, contribution, gift, reduce, Savings
Budget, Debt, Income, Life Changes, Saving, Tax Credit

4 smart money lessons for your kids

Your kids will learn math in school, but that doesn’t necessarily equate to personal finance. If you want them to become financially responsible adults, you should give them some training yourself. Here’s how.

Continue reading “4 smart money lessons for your kids” →

November 29, 2017November 15, 2017children, manage money, money, planning, Savings, teaching
Budget, General Tips

Single people need financial planning too

Single people have financial considerations that differ from those who are married. But this doesn’t mean they should overlook financial planning.
Continue reading “Single people need financial planning too” →

Featured Postfeatured
Budget

Do you need to make estimated payments?

Estimated tax payments – Who needs to make them? When are they due?

Continue reading “Do you need to make estimated payments?” →

Featured Post
Budget, General Tips

You may be asked for more information if you claim certain credits

Don’t be surprised if you’re required to answer additional questions this year if you claim the Child Tax Credit (CTC), Additional Child Tax Credit (ACTC) or American Opportunity Tax Credit (AOTC).

Continue reading “You may be asked for more information if you claim certain credits” →

Featured Post
Budget

Clean your financial house for the new year

Out with the old, in with the new. No matter whether you apply the expression to changes in attitude or to life adjustments, the end of the year is a great time to assess your household finances and prepare for new opportunities. Here are suggestions. 

Continue reading “Clean your financial house for the new year” →

December 12, 2016October 9, 2017
Budget, Saving

How to be a successful saver

How much money did you save last year? If your savings fell short of your goals, don’t give up. You can still take charge of your financial future.

Continue reading “How to be a successful saver” →

September 29, 2016October 9, 2017Budget, goals, Retirement, Savings, special occasion
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Categories

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115 Balsam St. Ste. B Ridgecrest, CA 93555
(800) 803-8322
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