Category Archives: Education

Rental Car, Umbrella & Home Insurance

Please read below from our trusted insurance partner Steve Duris at Frontier Insurance about the importance of personal umbrella liability policies, renting cars and making sure you have the right amount of dwelling coverage. Umbrella Insurance and Liability Limits You have insurance for two reasons…. 1. to restore people you have injured and property you…

Business Coaching by CPA

We have been using a professional, Actuate Social, to assist our firm with getting our messages out using the various social media available and to manage and enhance our website.  One challenge we uncovered during strategy sessions with them was the public stereotype that all a CPA firm does is tax returns.  Since our firm…

4 Things Your CPA Wishes You Knew

  Your accountant is like your physician for your finances. He or she can only do so much with things that have already occurred, but when consulted about future events (i.e. “I’m thinking of running a marathon next year – is there anything I should be concerned about?”), they may have helpful advice that may…

Improving Your Personal Financial Literacy

We send our children to school to learn to read, write and learn arithmetic, but many students graduate with very little financial literacy. These students become undereducated adults specifically in the area of financial literacy. This can be everything from not knowing how to balance a checkbook, compare prices, manage a budget, understand credit, savings…

Invest in the Future By Investing in Education

Have you heard of a 529 Plan? This could be a highly advantageous option for those looking to help send a child, or grandchild to college. The 529 Plan is “A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and…