by | | Financial Tip of the Month
This month in our AADMM series is going to focus on client appreciation. Read on to understand how this sometimes overlooked area of business impacts your client satisfaction. In this season of thanks, a traditional thank you note to your clients shows your...
by | | Financial Tip of the Month
If you have family member who will be in college for the 2020-21 school year, October 1 st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not all...
by | | Financial Tip of the Month
September is estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments. The third payment for tax year 2019 is September 16th (the usual 15th due...
by | | Financial Tip of the Month
We are officially midway through the year! This is a great time to pause and review your financial state. As some jurisdictions celebrate the start of a new fiscal year (July 1-June 30), for their annual budgets, let’s start the new year by reminding everyone that...
by | | Financial Tip of the Month
We are officially midway through the year! This is a great time to pause and review your financial state. As some jurisdictions celebrate the start of a new fiscal year (July 1-June 30), for their annual budgets, let’s start the new year by reminding everyone that...
by | | Financial Tip of the Month
Before we can truly get into a summer vacation mood, it’s time to pay 2019 2nd quarter estimated taxes to the IRS and to many state governments. Be sure to submit your estimates via mail or online no later than June 15. School’s out…..now what? Summer vacation can...
