Tax Planning and Wealth Building Tips for 2017

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| By Alicia Sisk-Morris, CPA, ME | Estimated Taxes: If you are self-employed or have income that is not ordinarily taxed like Dividends and Interest, it is time to consider your estimated tax payments for 2017. Many CPAs automatically prepare …

Posted in March 2017 | Tagged , , , | Comments Off on Tax Planning and Wealth Building Tips for 2017

Getting Organized for your 2016 Tax Return?

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| By Alicia Sisk-Morris, CPA, ME | It’s that time of year. Holiday decorations are being packed away, New Year’s resolutions have been made, and now it’s time to keep a watchful eye towards our mail box awaiting those year-end …

Posted in February 2017 | Tagged , , | Comments Off on Getting Organized for your 2016 Tax Return?

Streamline Your Financial Life

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This past Saturday, I spent about six hours catching up on a variety of administrative tasks at home. Most of those involved our household finances. I thought it might be useful to share things I either have already done, or …

Posted in February 2017 | Tagged , , | Comments Off on Streamline Your Financial Life

Currency Corner: It’s Best to Just Ignore it

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Are you an investor? You may not think of yourself that way, but even if you only have money invested in an IRA or 401(k), you are an investor. It is tough to be an investor these days, with the …

Posted in November 2016 | Tagged , , , | Comments Off on Currency Corner: It’s Best to Just Ignore it

Take Your Medicine

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| By Dawn Starks | It is an accepted fact that spending time outdoors is good medicine. And being outdoors is mostly a great experience. So why is this ‘good medicine’ so hard to take regularly?

Posted in May 2016 | Tagged , , , | Comments Off on Take Your Medicine

That Time I Turned Back into a Girl

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In December, I was invited to attend the Barron’s Top Women Advisors Summit in Palm Beach, Florida. The following is my tale of woe as I circulated back into the world of women with an initial simmer of excitement that …

Posted in April 2016 | Tagged , , , | Comments Off on That Time I Turned Back into a Girl

Simplifying, Full Circle

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It seems that for the majority of my adult life, I have been interested in simple living. It appeals to me in so many ways. Given my career, it might seem obvious that being careful with spending is something I …

Posted in March 2016 | Tagged , , | Comments Off on Simplifying, Full Circle

Currency Corner: Family and Money – a Lethal Combination?

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Okay, my title is perhaps overly dramatic, but family issues relating to money are manifold and can be treacherous to navigate. I could probably write a book on familial issues we have seen in our practice with regard to money, …

Posted in February 2016 | Tagged , , | Comments Off on Currency Corner: Family and Money – a Lethal Combination?

Currency Corner: Making a Masterpiece of Your Financial Life

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There is a secret about financial planning that I will share with you. It’s not just science, it’s art! How can this be, you ask? Financial planning is all about math and math is related to science, right? Therefore, financial …

Posted in November 2015 | Tagged , | Comments Off on Currency Corner: Making a Masterpiece of Your Financial Life

Blondie or Dagwood? Test Your Financial Smarts

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| By Laura McCue of White Oak Financial | “But I CAN’T be out of money. I still have checks left!”

Posted in October 2015 | Tagged , , | Comments Off on Blondie or Dagwood? Test Your Financial Smarts

Women Must Plan (Extra) Carefully for Retirement

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| By Shelia Christofalos | If you’re a woman, you have to be actively involved in your financial preparations for retirement – and that’s true whether you’re single or married. As a woman, you have at least two special considerations …

Posted in October 2015 | Tagged , | Comments Off on Women Must Plan (Extra) Carefully for Retirement

Currency Corner: Failure Is NOT An Option

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Eighteen months into my new career after graduate school, I knew it was not a good fit. The work was a good fit, but the company I worked for was definitely not. I started making plans. In the evenings I …

Posted in March 2015 | Tagged , , | Comments Off on Currency Corner: Failure Is NOT An Option

Women, Spirit & Money: Making Me Crazy with Her Song – What Women Leaders Really Need to Do to Affect Change

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—By Sherri L. McLendon— If women want to lead, then it’s time to set the example – not create messes, excuses, or stressors. Given opportunity, women make dynamic leaders. They’re change agents who can transform stale or untenable situations into …

Posted in November 2014 | Tagged , , | Comments Off on Women, Spirit & Money: Making Me Crazy with Her Song – What Women Leaders Really Need to Do to Affect Change

Currency Corner: Build A Safety Net

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Humans like to build things. Not only things we can touch and feel, like buildings and birdhouses, but also things that are experienced rather than tangible. Relationships, goodwill, reputations, and families come to mind. In our work as financial planners, …

Posted in November 2014 | Tagged , , , | Comments Off on Currency Corner: Build A Safety Net