Local Blogs

January 4, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 3 Questions To Ask Yourself Before You Retire

The concept of retirement is unique to everyone. For millions, retirement is a goal and something to strive for. For others, it creates anxiety. Generally speaking, to address the monumental decisions around how and when to retire, it’s wise to begin those conversations years before your target date. You can also engage with your financial […]

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January 4, 2021 | Juanita Farmer, CPA

Blog: Retirement Contributions Limits Announced for 2021

Cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for 2021 are as follows: 401(k), 403(b), 457 plans, and Thrift Savings Plan. Contribution limits for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $19,500. The catch-up contribution limit for employees […]

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January 4, 2021 | Bola and Mack Audena

Blog: Game-Changing Habits for Business Success in 2021

In our last post, we shared our Game Changing Habits for Personal Success. In this article, we will discuss our Game Changing Habits for Business Success. While one can assume correctly that all the personal habits will apply for business success, there is an additional set of habits to practice as a business owner or […]

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December 21, 2020 | Juanita Farmer, CPA

Blog: Small Business: Deductions for Charitable Giving

Tax breaks for charitable giving aren’t limited to individuals, your small business can benefit as well. If you own a small to medium-size business and are committed to giving back to the community through charitable giving, here’s what you should know. 1. Verify that the Organization is a Qualified Charity Once you’ve identified a charity, […]

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December 21, 2020 | Carey Heller, Psy.D.

Blog: How to Enjoy the Holiday Season During the Covid-19 Pandemic

With the holiday season in full swing during the continued Covid-19 pandemic, it can be a challenging time for both children and adults. Here are some tips for making the most of this holiday season, along with a video explaining things in more detail from a talking dog who illustrates these strategies based on her […]

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December 21, 2020 | Bola and Mack Audena

photo of work habits written in wooden blocks

Blog: Game-Changing Habits for Personal Success in 2021

As we close out the year 2020, one thing for sure is we are all looking forward to some improvements in 2021. Much like we collectively sang the tune of “2020 – the year of Perfect Vision” at the end of 2019, so are we anticipating a reset of 2021. 2020 presented us with turmoil […]

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December 17, 2020 | Juanita Farmer, CPA

Blog: Working Remotely Could Affect Your Taxes

When COVID-19 struck last March, employers quickly switched to a work-from-home model for their employees, many of whom began working in a state other than the one in which their office was located. While some workers have returned to their offices, many have not. If you’re working remotely from a location in a different state […]

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December 17, 2020 | Wendy Taylor

BLOG: Student Data in the Time of Covid

The sudden switch to virtual learning last spring threw us all for a loop. Students were perplexed, parents were stressed, teachers were overwhelmed, and schools were ill-prepared to roll out an entirely new structure for online learning. However, as time passed, we’ve become somewhat more accustomed to our new normal. Virtual learning is not as […]

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December 14, 2020 | Bola and Mack Audena

Blog: Visioning as a Practice for Business Success

The year is coming to an end – thank goodness! It’s been a wild ride through 2020, and we’re all ready to say goodbye. But for the leaders of businesses and other organizations, now is not the time to get complacent! The end of the year is prime time for strategic planning and setting your […]

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December 14, 2020 | Christen Milstead

Blog: Ingleside Named a ‘Great Place to Work’

Ingleside, a premier, charitable not-for-profit provider of comprehensive older adult opportunities in the Washington, D.C. metropolitan area, announces a consecutive year of being certified as a Great Place to Work. The certification process considered more than 660 employee surveys from across the organization’s life plan communities and affiliates. The Great Place to Work Institute is […]

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