Are you interested in maximizing your tax savings? If so, it’s not too late to take advantage of Tax Planning! You can take steps now to...
READ MOREGive Withholding and Payments a Check-up to Avoid a Tax Surprise
by baklau | Financial Records, Taxes
Some people are surprised to learn they’re due a large federal income tax refund when they file their taxes. Others are surprised that they owe...
READ MOREAre Your Children Being Educated About Money?
by baklau | Financial Goals, Financial Planning
Three out of ten parents don’t talk to their children about money or have had just one major talk with their children on the subject, according...
READ MOREDoes Your Elderly Loved One Need a Daily Money Manager?
by baklau | Financial Goals, Financial Planning, Financial Records
Has your parent, friend or other family member gotten to a point where they are no longer able to keep their financial affairs in order? A...
READ MOREIs Your Small Business Ready To Take On Its First Employee?
by baklau | Financial Goals, Financial Planning, Financial Records, Taxes
Whether you just recently started a small business or you have been up and running for a while and working as the entire staff on your own,...
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