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Getting Divorced? Don’t Make These BIG Tax Mistakes

Every once in a while, we will have a tax or divorce client come in with a settlement agreement which created negative and unforeseen consequences.  All assets are not created equally, it’s important to watch out for these and other issues before signing your decree

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Tackling Your Taxes When You’ve Been in the Dark

As an Enrolled Agent & Certified Divorce Financial Analyst, I’ve helped numerous individuals tackle their tax returns in the early years of their divorce. There are specific rules to follow which can become complex depending on your individual situation.

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Big Changes That Will Affect You This Year

As we shift from summer into fall, it’s important to review your tax withholdings & ensure you’re on pace to cover your 2018 liabilities. Remember that with the overhaul of our tax system via the Tax Cuts & Jobs Act (TCJA), your tax situation may have drastically changed. Now is the time to review your current tax withholdings. 

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5 Reasons Why You Can’t Retire

When I ask people how they envision their retirement, especially younger individuals, they struggle with that question. Envisioning retirement can be different for a lot of people. For me, I absolutely love every minute of what I do. I cannot see myself retiring completely, at least not at this point.

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