Look out for a letter from the IRS

This is a letter you will want to receive! The Internal Revenue Service has started sending letters to more than 36 million American families who, based on tax returns filed with the agency, may be eligible to receive monthly Child Tax Credit payments starting in...

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Summer discounts?

Have you booked your summer travel plans? With all this pent up demand from a year of COVID restrictions, we are seeing huge increases in airfares, rental cars and hotel prices. How can we take a summer vacation and not incurr debt? Let's talk about some strategies to...

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Planning on bringing employees back to your office?

Think again! According to Bloomberg Wealth, employees are quitting rather than coming back to offices in person. It’s still early to say how the post-pandemic work environment will look. Only about 28% of U.S. office workers are back at their buildings, according to...

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NO phone for 5 days!

My cell phone died on the Memorial Day weekend. Sounds like a nightmare right?!? I have insurance so my carrier is shipping me a new phone but because of the holiday, it will only arrive mid week. I sat down and cried. Then, I listened. The world is sending me a...

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Choices?

We all make choices everyday. What choices will you make today that will change your life path? Sometimes the smallest or least significant choices make the biggest impact. I keep telling my teenager that HAPPINESS is a choice, to which she responds by rolling her...

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IRS sending out refunds based on Unemployment Insurance changes

The Internal Revenue Service will begin issuing refunds this week to eligible taxpayers who paid taxes on 2020 unemployment compensation that the recently-enacted American Rescue Plan later excluded from taxable income. The IRS identified over 10 million taxpayers who...

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Is it LUCK or HARD work that determine success?

We we wrap up tax season 2021, I have been having a lot of conversations with clients about their perceived good fortune. They are making money, a lot of it. So to what do we attribute this good fortune as the world faces the after math of a year long pandemic? Luck?...

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Time for team members to make a move

Sometimes the biggest horror is the biggest blessing. I helped a production company implement time sheets to track project profitability. Under the scrutiny, three key employees handed in their notice. Horror!  Yes, maybe. Then comes relief. Time sheets showed these...

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Collaborate in Person?

Are you ready to get back to in person collaborations? I have been reading about mastermind groups and small collaborative groups meeting around the country to allow business owners to get back to meeting in person and feeling that sense of community. Have you stepped...

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Mothers Day gifts don’t have to break the bank!

It is Money Day!  Have you looked at your finances for the week? How are we doing? This weekend is Mothers Day and yes, we all love our moms and want to shower them with the very best BUT let's always be aware of our goals and what our moms truely want. As a mom, I...

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