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It’s Time to Rebalance Your Retirement Accounts

by Michele Cagan | Dec 1, 2017 | Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA

The stock market had a banner year – great for portfolio growth, less great for asset allocation. And that means it’s time for your annual retirement rebalance. Asset allocation is all about keeping different kinds of investments (like stocks, bonds, or real estate)...
The Most Important Tax Tip for 2017: File EARLY

The Most Important Tax Tip for 2017: File EARLY

by Michele Cagan | Nov 13, 2017 | Do Your Own Taxes, Protect Your Financial Future, Single Mom CPA

The MOST important tax tip I can give single moms for 2017 is this: File as soon as you possibly can. After this year’s enormous data breach, there’s a 50-50 chance that some criminal out there has all of your personal financial information – and he will use it to...
Set Clear Financial Goals Today to Create your Future Fortune

Set Clear Financial Goals Today to Create your Future Fortune

by Michele Cagan | Oct 17, 2017 | Building a Nest, Managing Debt, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA

What does your dream future look like? Maybe it includes a beach house overlooking the ocean…starting your own business…or the freedom to quit your job without ever worrying about money… Whatever your dream is, there’s a way to reach it – but it all starts with...

Create Your Financial Action Plan to Secure Your Future Fortune

by Michele Cagan | Oct 17, 2017 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA

You have big dreams for your future…and financial independence can make them come true. This is about YOU, single moms, and your life apart from providing for your children. You deserve an anxiety-free financial future, where you can live your dreams without worrying...

How to Secure your Financial Future

by Michele Cagan | Oct 16, 2017 | Building a Nest, Protect Your Financial Future, Retirement Planning, Saving and Investing, Single Mom CPA

It’s a huge fear, especially for single moms: No matter how much cash you have stashed away for the future, you might run out of money. I’ve heard that worry from my family, friends, and clients – especially when it’s happened to someone they know. And for years I was...
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Latest Blog Posts

  • 10 Accounting Mistakes That Can Hurt Your Business
  • 5 Reasons You Need Mid-Year Tax Planning – Before It’s Too Late
  • How to Take an Early Withdrawal from Your Retirement Account
  • How to Reduce Your Withholding Taxes for More Take Home Pay
  • 7 Reasons You Need a Business Bank Account

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