financial advice

October 6, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

10 Quick Year-End Financial Planning Tips

With the fourth quarter of the year upon us, it can be a smart time to take inventory of your financial situation. Here are 10 easy steps to complete an effective assessment. 1.    Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and […]

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December 1, 2016 | Juanita Farmer, CPA

The Overtime Rule: What Employers Need to Know

UPDATE: On November 22, 2016, a federal judge in Texas issued a nationwide injunction blocking the enforcement of the Overtime Rule, that was to have gone into effect on December 1, 2016. The injunction is not a final decision; rather it means that it preserves the status quo. As such, employers are not required to […]

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October 24, 2016 | Juanita Farmer, CPA

Eight Ways Children Lower your Taxes

Got kids? They may have an impact on your tax situation. If you have children, here are eight tax credits and deductions that can help lower your tax burden. Dependents: In most cases, a child can be claimed as a dependent in the year they were born. Be sure to let the office know if […]

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July 19, 2016 | Juanita Farmer, CPA

Paying off Debt the Smart Way

Between mortgages, car loans, credit cards, and student loans, most people are in debt. While being debt-free is a worthwhile goal, most people need to focus on managing their debt first since it’s likely to be there for most of their life. Handled wisely, however, that debt won’t be an albatross around your neck. You […]

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July 6, 2016 | Juanita Farmer, CPA

Selling your Business

There are many reasons to sell a business. Maybe you’re in ill health or ready to retire. Or you’re tired of working all the time and now that the business is profitable you’re ready to cash in. Whatever the reason, selling a small to medium sized business is a complex venture and many business owners […]

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