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Roth re-do deadline approaching

August 25, 2015

It turns out you can go back after all - at least when it comes to last year’s decision to convert your traditional IRA to a Roth. The question is, do you want...

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Keywords: roth ira

Finish the year with effective tax planning

August 25, 2015

The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.

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Keywords: tax, tax planning

Understand mutual fund expenses

August 25, 2015

Are you familiar with the charges imposed by the mutual funds you own? Since fund expenses affect your investment return, understanding the costs is an important step in...

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Keywords: mutual funds

Social Security and Cash Flow Planning


I am a fan of budgets! Yes, that might make me a nerd, but I'm good with that. Some might think that being on a budget is too restrictive, but I have personally found that...

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Back to School Advice for Managing Cash Flow

By Brittaney Reep CPA   |  August 18, 2015

It's that time of year again. Summer is coming to a close, kids are headed back to school, and it's time for your business to get serious about managing its cash flow.

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Keywords: cash flow, small business  |   0 comments

End of summer means time for tax planning

August 7, 2015

As summer winds down, you might want to put serious tax planning on your agenda. Changes that have already taken place (the Supreme Court's decision on premium tax credit...

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Keywords: tax, tax planning

Act fast if your tax identity is stolen

August 6, 2015

Have you gotten a tax bill you weren't expecting based on income you never received? Has your federal income tax return been rejected, or your refund delayed?...

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July 2015 Market Insight

August 4, 2015

Have you ever thought about the most important characteristics that lead to successful investing? There are 5 areas of mastery that lead to long term investment success...

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Keywords: stock market, stocks  |   0 comments
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