Parenting doesn’t begin and end with bringing a child into the world — it’s a lifelong journey of decisions that shape their future and yours. And one of the most powerful ways to lead well as a parent is to lead wisely with your finances. Here’s some practical financial guidance to help you build stability, […]
Birds chirping, flowers blooming — it’s the time of year again that ignites renewed energy. Can you feel it, the adrenaline rush to get started on the project that you’ve been thinking about all winter? Whether big or small, you’re excited to get things started because it’s spring and the wait is over. Maybe you’ve […]
By Angela T. Herzog Congratulations, business owner — you’ve successfully made it through tax season! Now is the perfect time to regroup, strategize and plan for next year by staying organized and up to date on tax law changes. Spring or summer can be the perfect time to meet with your CPA or tax preparer […]
Millions of Americans are preparing to retire over the next couple of years, and many are sitting on a gold mine. While scurrying around to pay off credit card debt and max-out their 401(k), they analyze their expenses looking for anything they can cut to retire sooner while often overlooking their largest asset. LOWER EXPENSES […]
By Irene Magee, Magee Financial Services Bring the right documents. Have your photo ID, Social Security cards (you + dependents), W-2s/1099s, and last year’s return—missing paperwork is the #1 reason refunds get delayed. Your filing status matters. Single vs. Head of Household vs. Married (Joint or Separate) can change your refund a lot—don’t guess. If […]
Today’s cultural climate is driven by influence, and it’s everywhere — on our TV screens, on our social media platforms and in the lifestyles we try to emulate. Many people find themselves on a path looking for a guiding light, but today, let’s shift gears. Allow me to challenge you with something different: What if […]
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If you have a high-paying job that affords you a luxurious lifestyle, you are rich; if you lose the job, you lose your stuff. If, however, you have assets and investments that generate income to sustain your lifestyle, you are wealthy; the job no longer controls you. Let me be very clear. You do not […]
