Author
Mar 19, 2019
Blog

Credit Card Fees Will Add Up

Looking for the right credit card for your unique financial situation? Don't get buried by fees.
Author
Oct 4, 2018
Blog

Fighting Back Against Elder Abuse

CPAs are now required by law to report suspected elder financial abuse. Read on to learn what red flags we will be looking for.
Author
Aug 17, 2017
Blog

The ‘To-Do’s’ After The ‘I Do’s’

For many, walking down the aisle may be one of the happiest moments of your life. Unfortunately, if you’re not prepared, the to-do list you’ll be faced with after the honeymoon isn’t quite as blissful.
Author
Apr 25, 2017
Blog

Are Your Children Savvy Savers?

What are you doing to help prepare the next generation for the challenges associated with saving and spending? Learn how you can help teach your children to save (and get a few tips for yourself).
Author
Jan 8, 2016
Blog

Squash Bad Spending Habits

Have you ever glanced at your W2 and wondered, aside from paying taxes, where all your money went? It's surprising when you realize just how quickly little impulse purchases can add up. Keep reading to find out what you can do to stop your bank account from leaking.
Author
Sep 24, 2015
Blog

Attract Top Talent With These Tax-Free Tactics

When it comes to attracting and retaining the top talent in your industry, businesses seem to have no choice but to get creative with their benefit packages. The good news is that many employee perks are tax-free. Read on to learn more.
Author
Jan 6, 2015
Blog

Congress’s Delayed Decision Won’t Delay 2015 Tax Season

As another year begins, so does another tax season. Though it seemed uncertain whether the 2015 tax season would begin on time, the Internal Revenue Service announced that tax returns would be accepted and processed as scheduled. When Congress voted to approve more than 50 “extender” provisions last month, tax professionals across the nation were … Continued
Author
Aug 12, 2014
Blog

Avoid Another Crunch-Time Crisis

Every year it happens. You promised yourself that this year would be different. Now, once again, you are rushing to your gather receipts, remember how much money you spent at last year’s company retreat, and backtrack through balance sheets. Wouldn’t it be nice not to have this year-end stress anymore? The good news is that … Continued
Author
Apr 10, 2014
Blog

Intro To College Costs 101

Let’s face it. College costs are on the rise. And if you plan to pay for your children’s college education, knowing and planning how you will pay for it is as important as planning for retirement. The average cost to attend a public university in Ohio exceeds $20,000 per year, while individuals attending private colleges … Continued
Author
Feb 14, 2014
Blog

Five Financial Considerations for Every Age Group

Are you on track to meet your financial goals? Review the following financial considerations for your age group and evaluate where you may fall short. If you’re in your 20s: Live within your means. Learn to keep spending in check while you’re young and you’ll save thousands of dollars over the years. Be strategic about spending. … Continued