Category: Uncategorized

February 17, 2025 Curt

The recent wildfires in California forced thousands of families from their homes with little to no warning. If you ever find yourself in a similar situation where you need to evacuate your home with only a moment’s notice, having an escape plan mapped out ahead of time could potentially save your life, as well as…

February 5, 2025 Curt

The tax filing season for 2024 tax returns is now officially open per the IRS. So when is the best time to file your tax return? Sometimes it makes sense to delay filing as long as possible, but on other occasions an early filing of your return makes more sense. Here are some of the…

December 18, 2024 Curt

The holiday season is celebrated in so many unique ways across the globe. From unusual foods to peculiar customs, each country has its own special way of celebrating. Think you know your global holiday traditions? Test your knowledge and have fun with our annual holiday quiz! 1.) In Japan, what unusual meal is a popular…

December 12, 2024 Curt

Capture the spirit of the holidays We are a generation past the hardships of the dust bowl and the Great Depression. And we are a generation well into an economy based upon consumption. And in this environment, Santa presents an interesting paradox. From kids’ perspectives, it is about magic and the joy of receiving the…

December 11, 2024 Curt

With the changes happening in Washington D.C., there is now some uncertainty about what tax policies we may see in 2025 and beyond. During this time of uncertainty, it is challenging to create a workable tax plan. But not to fear. There are several things that we DO know about tax changes to start 2025….

November 27, 2024 Curt

Inflation isn’t the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to avoid them altogether. Common areas with sneaky fees Checking account fees. Banks love to nickel and…

November 20, 2024 Curt

At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart speakers, and virtual assistants—perfectly illustrates the challenges that come with disruptive innovation. Here’s a quick look at how AI is improving our lives, but…

November 6, 2024 Curt

YTH: /miTH/ (noun) – a widely held but false belief or idea Many myths about the IRS and the tax code have been amplified online in recent years. Here are several myths that if you believe them, could leave you with an expensive tax surprise. Myth #1: Retirement money is always tax free. You have retired…

October 24, 2024 Curt

Your child’s education now features more screen time, more remote learning, and more opportunities to be tripped up in our online world. The good news is that you can still make a difference in your child’s life as they continue their journey from elementary school through high school. Here are some ideas to help your…