Financial Blog
How Much Do I Need to Start Investing for Retirement?
I get this question regularly. The answer is, “Not nearly as much as you think.” A lot of people put off saving for retirement because they feel like they can’t put enough in. They feel like they don’t have a big enough “down payment” to get started. But the...
10 Accounting Mistakes That Can Hurt Your Business
This blog post was originally published in 2019. It has recently been updated to include new information to help you avoid common accounting mistakes. Do you hate dealing with accounting? If you’re like most small business owners, your answer is yes. So when it comes...
5 Reasons You Need Mid-Year Tax Planning – Before It’s Too Late
As a CPA, I help a lot of people with their taxes. A lot of times, they’re pretty unhappy with their tax situations. Truthfully, most of us only think about taxes at tax time. But by then, it’s too late to do any planning. It’s too late to minimize your tax bill....
How to Take an Early Withdrawal from Your Retirement Account
When you’re dealing with financial struggles, you might need to tap into all of your resources. It can feel really uncomfortable to drain your emergency savings, max out your credit cards, and… finally… start pulling money out of your retirement accounts. That’s the...
How to Reduce Your Withholding Taxes for More Take Home Pay
I would never (as a CPA) recommend that you stop paying taxes as a form of protest. Federal income taxes are the U.S. government's largest source of revenue. So far in 2025, income taxes brought in $1.82 trillion. That’s 52% of total federal revenues! In comparison,...