Resources that help you prepare and confidently navigate the world of taxes and finances.

7 Milestones to Reach Before Retirement

Begin with the end in mind - That is the key to planning for retirement and you can never start too early. Check out the seven major planning milestones that need to be accomplished as you work to enter into this time in your life.

10 Things to Know Before Filing Your Taxes

How do you know what your accountant needs when it comes to filing your tax return? Our Accounting Services office has compiled a list of the top 10 common items for most individual returns.

The ABCs and CFP®s* of Financial Advisor Credentials

To the average investor, a few letters of a credential may look impressive but they have no idea how it was earned and why it matters.

How DIY Tax Preparers Cost Themselves Money

It is our business to save you money which is why we want you to be aware when attempting to DIY your own taxes. You may end up costing yourself more than you think.

4 Steps to Eliminating Debt

One of the most common financial goals that we encounter is to expedite debt payoff and become debt-free more quickly. With the new year upon us, Clark Hayden, CFP®* has condensed how to do just that into four simple (not easy) steps.

New Year’s Resolution: New Business?

Our accounting team compiled a New Business list of the things to consider when starting your own business in the New Year.