Looking for Opportunities? Keep an eye here…

This month, we’ve been spending a lot of time focusing on – you guessed it – money.  One of the things that I see coming out of the current downturn is a lot of opportunity, especially for those who have … Read More

How to Keep Your Finances Afloat

Look, let’s just be honest right now – people are struggling financially.  Yes, stimulus checks are continuing to go out and they are having an impact for millions of Americans. Despite that, times are still hard for a lot of … Read More

Saving a Little More…

No matter how you were impacted by the pandemic, it’s making finances hard for a lot of folks right now.  Mortgages not paid, rent payments missed, and car notes paid late.  One of the things most of us have to … Read More

Individuals and Wage Earners Need to Watch Out for Scammers!

In the last month, the scammers have been working overtime.  With the COVID-19 crisis and literally billions of dollars in stimulus money available, many of the “classic” scams associated with tax refunds have been reimagined for the Coronavirus.  So, right … Read More

How Close Are YOU?

Okay, let’s be blunt – tax season is here.  W-2’s and 1099’s are on your desk or in your paperwork and it’s time to face the music.  Are you actually ready to file or are you procrastinating?  And if you … Read More

Asking Why

Everyone has goals.  That’s a given and the degree or depth of those goals is relative to the individual.  The soldier on the battlefield wants to survive and to get back to safety.  A six year old child wants to … Read More

New Year’s Checklist

2020 is here and I’ll spare you the “20/20” vision jokes, but the new year does offer us a great chance to rethink some old (bad) habits and set new ones in place.  With that in mind, here are a … Read More

Make 2020 the Year You Took Action!

Good Morning, – I hope the New Year is treating you fantastically!  Obviously, we’re getting close to Tax Season, W-2s will be sent out in the next week and the early filers are already ringing the phones.  Before me and … Read More

Some Things to Pay Attention To…

Good Morning, – Now that we’re really “into” 2020 and those of us who are digging into our New Year’s Resolutions are seeing progress while other folks may have … “misplaced” them, I wanted to pass along an interesting observation … Read More

New Year, Old Problems?

Good Morning, – Inevitably, one of the most common questions we get here when it comes to employee benefits for our clients is those pertaining to healthcare.  It’s no secret that healthcare costs, no matter who is in office, continue … Read More

Rethinking Your Taxes

Happy New Year, Welcome to 2020!  Like many of us, I’m sure you’ve made a whole host of resolutions for the New Year.  I did, too.  Today, though, I wanted to reach out to ask you – were those resolutions … Read More

Don’t Get Lost in the Season…

It’s the holiday season, … …And there’s no reason you need to let the stresses get to you.  Year after year, I have folks like you who let themselves get lost in buying and end up loaded up in debt … Read More

Individual Tax Planning and Vacations

Now that the family vacation is behind you and the financial costs are readily apparent, can we talk about how you can save money next year? I know that a lot of you are thinking, “It would have been nice … Read More

Getting in touch with your finances this fall

Back to School shopping has ended and Christmas shopping hasn’t begun so there is plenty of time to do a little “financial cleansing”. Why?  Every once in a while, it’s a good idea to stop and think about how and … Read More

Tax Planning: Is It Too Early?

If there’s one thing that we’ve learned from tax season, it’s that every year, we see first-time filers struggling with software, tax codes, and sifting through paperwork they aren’t sure they need.  With the new “gig centered” economy – Uber, … Read More

Understanding the new normal of quarterly tax payments.

This month’s newsletter took a deep dive into the new “gig” focused economy that many “regular” wage earners are playing a role in with side jobs in companies like Uber, Lyft, and UpWork. What a lot of folks forget about … Read More

Why Do We Like Charitable Companies?

Companies long ago mastered the idea of “giving back” for a lot of reasons – some based on tax benefits and some on completely altruistic grounds.  In many cases, the idea of giving back usually didn’t mean giving away profits, … Read More

A New Twist for Homeowners in the New Tax Bill

When the tax bill passed last year, there was a lot or press given to the new 20 percent break for “pass-through” businesses.  For a lot of hourly and salaried employees, it was just another example of how business owners … Read More

Still Haven’t Filed? No Problem!

Don’t make it harder than it has to be! I know, in the back of your mind, you keep thinking “I’ve got to get this stuff to Jupiter Tax” but life keeps getting in the way.  Weather, work, kids, dinner. … Read More


It’s that time of year again – a whole new crop of young people have gone out and gotten themselves their first job.  Maybe it’s flipping burgers, maybe stocking in retail, or maybe they’ve opened a Shopify store. No matter, … Read More