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

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

Resolutions for Your Money

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| By Dawn Starks | The New Year is upon us, and that can only mean one thing: resolution time! No one is a stranger to the idea of having a fresh start – making goals to improve yourself as …

Posted in January 2017 | Tagged , , | Comments Off on Resolutions for Your Money

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

Currency Corner: Why Can’t I Be Rich?

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Getting rich is a common goal, especially among Americans. We want to be rich and successful and possibly even famous! Recognize these? “I wish I made six figures!” “I wish I could win the lottery!” “If I could marry a …

Posted in October 2016 | Tagged , , | Comments Off on Currency Corner: Why Can’t I Be Rich?

But Sometimes it is GOOD to be in Debt, Right?

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In a word, no. There is this prevailing idea that at least some debt is good to have. Ever since I started in this career, I have worked tirelessly to help people see that no debt is good debt. Some …

Posted in August 2016 | Tagged , , | Comments Off on But Sometimes it is GOOD to be in Debt, Right?

Saving for College – Jedi Training

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If you are a parent, you have thought about it, at least once: “Oh my, I need to start saving so my kids can go to college someday.” It is a natural instinct that we parents have, the instinct to …

Posted in June 2016 | Tagged , , | Comments Off on Saving for College – Jedi Training

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

Women, Spirit & Money: To Affinity, and Beyond

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How to Get the Right Words In Front of the Right People at the Right Time to Build Your Business

Posted in April 2016 | Tagged , , | Comments Off on Women, Spirit & Money: To Affinity, and Beyond

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

Women, Spirit & Money: The Halo Effect

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Image Marketing Strategies that Attract the “Good” and the “Beautiful” – Learn How an Angelic Glow Attracts Increase in Status and Sales, Capitalize on Borrowed Interest, and Avoid the Devilish Traps of Stereotype and Bias in Your Offers

Posted in March 2016 | Tagged , | Comments Off on Women, Spirit & Money: The Halo Effect

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?

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