7 Steps to Take Control of Your Money

One of things we’re proud of is the opportunity to be one of Dave Ramsey’s Endorsed Local Providers. It’s because we believe in practicing good stewardship and recommending the best advice to our clients in order to secure their financial future. Building a future...

Understanding the Cash Flow Statement

The cash flow statement is one of your most important financial tools. Through this, you see exactly where cash came from and where it went. You’ll be able to tell if you’re running out of cash (which can be the case even if you’re making a profit), how much your loan...

Facing Your Financial Habits

After filing taxes in April, many Americans received a shocking wakeup call regarding their financial habits. Habits are in every area of our lives, including our health, our jobs, our personal relationships and in our finances. Some are good habits, some are not, but...

Tips for Filing Amending Returns

Tips for Filing Amending Returns. First of all remember that amended tax returns aren’t mandatory and you are not bound to file an amended return, even though your tax professional may tell you it’s a good idea. This is due to the fact that the IRS will probably send...

When to File an Amended Return

Did you find something you should’ve listed on your tax returns? Did you list something that shouldn’t have been? You may need to file an amended tax return. In case you’re in doubt as to whether or not you should, here’s a simple guide explaining when- and how. If an...

Ending the Month with a Self-Paid Raise

Everyone loves to make a little extra money and while we can’t increase your salary, we can give you a few bits of advice that will help you get a little more from the money you already make. Follow this advice and you’ll be able to pay yourself just a little more...