finance advice

July 22, 2019 | Alvin Carlos, CFA, CFP®

Changing Jobs? 4 Tips

If you’re changing jobs soon or you’re looking to do so, here are four things that you should be thinking about! https://youtu.be/ZHmwSwZSDDc

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December 5, 2016 | Juanita Farmer, CPA

2016 Tax Provisions for Individuals: A Review

Many of the tax changes affecting individuals and businesses for 2016 were related to the Protecting Americans from Tax Hikes Act of 2015 (PATH) that modified or made permanent numerous tax breaks (the so-called “tax extenders”). To further complicate matters, some provisions were only extended through 2016 and are set to expire at the end […]

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March 8, 2016 | Juanita Farmer, CPA

Six Overlooked Tax Breaks for Individuals

Confused about which credits and deductions you can claim on your 2015 tax return? You’re not alone. Here are six tax breaks that you won’t want to overlook. 1. State Sales and Income Taxes Thanks to last-minute tax extender legislation passed in December, taxpayers filing their 2015 returns can still deduct either state income tax […]

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February 9, 2016 | Juanita Farmer, CPA

Five Ways to Improve Your Financial Situation

If you are having trouble paying your debts, it is important to take action sooner rather than later. Doing nothing leads to much larger problems in the future, whether it’s a bad credit record or bankruptcy resulting in the loss of assets and even your home. If you’re in financial trouble, then here are some […]

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