April 13, 2022 | Money
Welcome to tax season! For many entrepreneurs, it’s the most dreaded time of year. Why is this such a scary time for so many? If your books are in order and you have a good financial team working with you, there shouldn’t be any negative surprises.&...
April 1, 2022 | Money
In today’s world of economic development, the name of the game is talent attraction — the pursuit of the most appropriate candidates not only for a business, but for a region to thrive. Cities across the U.S. are finding new and creative ways to sho...
March 31, 2022 | Money
As I get older, I see the importance of routine health exams with my primary care doctor and specialists. Those regular checkups keep me aware of what my body is doing and helps me prevent more serious problems in the future. Most importantly, my team of health...
February 2, 2022 | Money
Brevard’s real estate market is, as Charles Dickens might have put it, currently at “the best of times, the worst of times,” depending on who you are. Thanks in no small part to the pandemic, record low mortgage rates and a steady influx of bu...
November 22, 2021 | Money
We are cruising toward the end of the year. Many of us are planning and preparing for the holidays. How do you prepare? Do you make lists? Guest lists, gift lists, grocery lists — the list goes on and on. Or do you just wing it? Do you assume you ha...
November 3, 2021 | Money
As a Certified Social Security Claiming Strategist, I have worked with individuals who have argued not to include Social Security in their retirement plan because they say that it won’t be around when they retire. Others I have talked to say it is b...
September 30, 2021 | Money
Creating a long-term savings or retirement plan requires discipline and an understanding that it’s a marathon, not a sprint. The strategic process requires a unique roadmap for each person’s situation. Here are some things to consider before startin...
September 24, 2021 | Money
I often meet with potential clients to review their books. One of the most misclassified expense items is their payroll expense line. When I see payroll expense, I start asking questions. The first question is asking for a payroll report. Many small busin...
July 7, 2021 | Money
A home is usually the first or second largest asset held by my clients, so it is an important part of retirement planning. To gain some insight into how investing in simple improvements to the property can increase the appeal and overall value, I talked to real...
June 9, 2021 | Money
More often than not when I am having an initial conversation with a prospective client, I usually uncover the lack of a well thought-out and carefully crafted estate plan. In fact, a survey in 2020 from Caring.com shows a 25% decrease since 2017 in the number o...
May 18, 2021 | Money
Record breaking median home sales prices, lowering unemployment, shops and restaurants full. The scene on Florida’s Space Coast in 2021 is a sight we longed for in 2010. For the last decade, the Economic Development Commission of Florida’s Spa...
May 17, 2021 | Money
I often hear business owners complain about how much sales tax they have to pay. I tactfully respond, “You technically don’t pay anything in sales tax for your business.” At that point, I usually get one of two responses. One is the look...
