Debt is a powerful tool when used wisely but can become a formidable challenge if not…
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New Clothes Needed – Blogging Away Debt Blogging Away Debt
by Hope “Elevated” business casual is the description my boss gave me this week when he…
How Somatic Therapy Is Affecting My Approach to Finances
by Vicky Monroe Today I thought I’d share how my somatic therapy experience is affecting my…
Deciphering Estate Planning Jargon: A Comprehensive Guide
Estate planning can seem daunting, filled with complex terms that may be unfamiliar. In this post,…
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Taxes on retirement income for accountant advisors
Retirement tax strategies, FAQs, tax breaks, and more. As an accountant, advising your clients on retirement…
401(k) tax FAQ: Tax considerations
Help answer client questions surrounding their 401(k) plans. When it comes to navigating the tax landscape…
Financial Independence Comes in Many Shades
When we talk about financial independence, the immediate thought might be having enough money to not…
Acquisition Alert: Blackstone to Buy Tropical Smoothie From Levine Leichtman | Franchise Mergers and Acquisitions
After less than four years in its portfolio, Levine Leichtman Capital Partners is selling Tropical Smoothie…
What it is and how to complete it
Commonly asked questions about the form and how to complete it. When filing tax returns, it’s…