7 Ways to Spring Clean Your Finances
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
It's Financial Literacy Month: Brush Up on Your Financial Skills
With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.
The Triple Tax Benefits of HSAs
If your clients want to get the most out of HSAs, show them how with this article.
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
Is this the start of another Financial Crisis?
Brett gives his thoughts on the recent failures of Silicon Valley Bank and Silvergate Bank.
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
What is My Tax Bracket for the 2023 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.
A Return to Normalcy Part 2
Brett continues his thoughts on the return to normalcy post-Covid.
Budgeting for a Once-in-a-Lifetime Experience
Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.
Before Completing Your 2022 Tax Return, Keep These 5 Filing Tips in Mind
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
A Return to Normalcy Part 1
Brett’s thoughts on the return to normalcy post-Covid.
Wintering 101: Your Guide to Seasonal Living
If your clients want to escape the harsh winter weather, show them how with this article.