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    Frankly, my dear, read the Medicare fine print

    by Kathy Brown Van Zutphen   Legal disclaimer: This information is not considered legal advice, nor does it form an attorney-client relationship. It is merely to inform of situations that I’ve either personally encountered or became aware of through clients.   Medicare is the governmental health insurance program, which, from 1966, has been a single-payer, […]

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    Make sure you plan before you leap

    by Kathy Brown van Zutphen// Whenever a bride, groom and their family plan a wedding, they consider every detail. Sometimes, it can take over a year to get the plan just right: the best date, who to invite, the perfect dress, jewelry, flowers, the venue for the wedding, pre-wedding parties, the greatest reception, and…the list […]

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    Independent contractors and their taxes

    by Tina Perkins If you are the brave-independent-self-reliant entrepreneur, you have benefits, meaning tax deductions that employees do not have. The upside is tax efficiency which is a code word for lower taxes. Although one can incorporate their business and get even more tax efficient, this article is directed to the self-employed. Keep in mind […]

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    How to get tax info organized

    by Tina Perkins// Are you still stalling on filing your 2016 tax return? Is the stress building? Most people procrastinate unless they are expecting a large refund or have an easy tax return. Three reasons people procrastinate are disorganized records, DIY and unresolved IRS or complicated tax matters. If you find yourself procrastinating and you […]

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    5 steps to get wealthy in 2017

    by Lee Rogers// The end of 2016 is fast approaching, and while many of us area already caught up in all of the hustle and bustle that comes with the holiday season, there is actually no better time to regroup, refocus and to start thinking about 2017. What are your goals for the coming year? […]

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