COVID and the CARES Act – What Working Families Need to Know

Every day my morning starts with a news update followed by targeted financial headlines and then financial planning updates. Information is moving so fast, it’s hard to keep up. Most recently, the government has passed multiple legislative acts to help American workers and small businesses during this unprecedented time. With that in mind, here is an overview of the relief … Read More

3 Smart Ideas for Your Tax Refund

In 2019, the average tax return was a little over $3,000 — which, no matter your income level — is nothing to sneeze at. I mean, an extra $3,000 added to your budget could cover a lot of shoes, that Peloton bike you’ve been eyeing, or even a weekend getaway that your family so desperately needs.  But before you go … Read More

4 Signs You Shouldn’t Do Your Own Tax Return

Few people enjoy doing paperwork, least of all their taxes. And yet doing your taxes is a must every year. If only they got easier with time! But since our income, filing status, and life circumstances are all apt to change, our tax filings rarely remain the same. That’s not even taking the tax code into account. Lawmakers are constantly … Read More