Working from Home? Does your Paycheck Need an Adjustment?

It is very unfortunate, that many individuals have lost their employment, or if self-employed, were required to close their business as a result of COVID-19. For many who are still working, their home has become their workplace. Many have been busy adapting and adjusting to this “new norm.” With all that is going on, many…

Should I Pay Rent If A Mortgage Payment Would Be The Same?

For many individuals and families, owning a home is the ultimate goal. It marks a sense of pride, wealth, and legacy that many people value. The question then becomes, if people can afford to pay rent, then why wouldn’t they just purchase a home and pay a mortgage? The answer is not as simple, and…

Strategizing & Shopping for Investments Amid Coronavirus Outbreak

By now, everyone has heard of the Coronavirus. We are reminded that even though we may be miles across the ocean, we are still one small and interconnected global world. While many people are living in fear, and the global economy is on a decline, there are some who see opportunities amid this crisis. It’s…

What does the Coronavirus have to do with Money?

The Coronavirus has been the trending topic around the globe. People are living in fear! Hand sanitizers and masks have become the top purchased items within the last few weeks. People are afraid to go out and be among large groups of people. Simply said, no one wants to be the next victim of the…

Most Searched Tax Questions This Tax Season

Whether this is your first tax season, or you are experienced, when it comes to taxes, people always have questions. I decided to consolidate the top Google trending tax questions for 2020 and to provide the answers. When will I get my tax refund? The Internal Revenue Service (IRS) issues most Federal refund checks within…

Myth: All CPAs Prepare Taxes

I am writing this post to clarify the common misconception that all Certified Public Accountants (CPAs) have the answers to all tax questions and will prepare tax returns. The truth is, CPAs do not always have the answers stored in their heads. When we complete the four part exams for certification in the following areas:…

Year of Experiences

As we approach the end of one year and anxiously await the beginning of a new year, now is the time may people reset their lives and make new goals for the upcoming year. As I personally sat and reflected on 2019, and thoughtfully considered my direction for 2020, I decided I want the new…

Am I Wealthy?

Have you ever pondered the question “Am I wealthy?” If so, you are not alone. Most, if not all, would like to have financial wellness to the point where they don’t have to settle for less than they want, and can enjoy life with no financial barriers. Wealth however, may mean something different based on…

Why Do People Spend More When They Earn More?

When the question is asked, “why don’t you save more money?” The common response may be “well I don’t make enough money” or “when I make more money, then I will be able to save.” But most times, when people begin to make more money, then their spending increases as well. The truth is, people…