Caring for Aging Parents
Baby Boomers are sometimes referred to as the “Sandwich Generation,” because many spend time and money care for both their children and aging parents. In fact, according to the Pew Research Center, one in […]
April 2019
Do You Need to File a Tax Extension?
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are many decisions to be made when […]
March 2019
Lifelong Learners: Set Up a 529 Plan for Yourself
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire early, you still have many years […]
Are You Thinking About Buying a Second Home?
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. The ability to […]
Travel in Retirement Without Overspending
So you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. You can take advantage […]
February 2019
Transitioning Into Retirement Is No Small Task
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions that work brings can lead to a difficult transition from […]
January 2019
How to Handle Life’s Busy Seasons
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to […]
