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There is ongoing academic research regarding how much money it takes to be happy, or at least satisfied, with one’s financial life.  While the numbers vary, at a certain point, studies show that increases in annual income no longer seem to bring greater happiness.

Financially, it has been an unusual and stressful year.  We are doing a series of “check up” articles to look at different areas of your finances to see what has changed, and what you might need to check up on to be sure your financial plan is still on track.  The focus of this post is cash flow;  many clients’ cash flow was affected significantly this year

Recently, we have been receiving an increasing number of questions related to the Families First Coronavirus Response Act (FFCRA).  As with the Paycheck Protection Program (PPP), the language is written for a “one size fits all” scenario and as we know, this is hardly ever the case.  As an employer, it will be necessary to make a clear determination regarding the status of

Grown kids living at home and “sponging” off their parents (receiving financial help) is often the subject of sitcom humor, but in the right circumstances it can actually be helpful.

How you title an account, asset or business can affect current income and taxes, disposition in a divorce or incapacity, and ultimately directs how and to whom an asset can pass upon your death.  Titling can also affect whether the asset is protected from creditors. 

The Cares Act HHS Provider Relief Fund is available to all dentists and the application deadline has been extended to September 13th, 2020.   

Imagine the following scenario:  an employee tests positive for COVID-19.  Then you find out that some of the staff has been getting together outside of the office, and a number of employees are concerned about exposure. What do you do next?

With some schools expected to stay closed for a while, many families are considering hiring a nanny or tutor to help care for children while parents work and to help their kids keep learning.  Childcare is expensive.  Average childcare costs range from $17,193 per year in the South to $24,815 in the Northeast – not too different than a year at a public college, we've se

With the tax-filing deadline behind us, many people are suffering tax-related sticker shock.  What would it take to have a better tax-season next year?  Here is a quick checklist of ideas; not all will apply, and of course there are caveats and limitations to almost every one of them.  We’ll get detailed and down in the weeds when strategizing with your personal situation i

There is no minimum age on Roth IRAs, only the requirement that a person needs to have earned income*.  OK, it’s true that babies have a hard time finding work, but as kids get summer jobs or are able to work in a parent’s business, a Roth is a great tool for savings.