By Colleen Weber, CFP®, CPA The holidays are fast approaching and the new year is following closely behind. And while most of us want to put 2020 behind us, before you mentally move into 2021, be sure to pay some attention to your taxes. Even though taxes are not at...

By Colleen Weber, CFP®, CPA While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude since the Pilgrims arrived on our shores. Since then, our country has experienced wars, depressions, natural disasters, social upheavals, and international crises, and still we come together...

By Colleen Weber, CFP®, CPA ln theory we all know that medical bills can be ridiculously high. But did you know that the average medical bill for a heart attack is $20,246? (1) With a number this staggering, it’s no wonder people are more afraid of healthcare costs than sickness...

By Colleen Weber, CFP®, CPA Those long-awaited-for golden years are finally right around the corner, and your dreams of golf courses and sandy white beaches are almost a reality! But wait…without the security of a steady paycheck and a structured schedule, you’re embarking on a journey into the unknown of...

By Colleen Weber, CFP®, CPA Do you remember the days when you could give generously to others and get a nice tax break as an added benefit? Even if you didn’t donate money for the sole purpose of saving on your taxes, it was a nice perk come tax time....

By Colleen Weber, CFP®, CPA Did you remember to fasten your seatbelt when we entered 2020? I hope so, because the events of this year just keep getting more unexpected and unsettling. We’ve learned not to make plans, not to get hopes up, and hold on to everything loosely. And...

By Colleen Weber, CFP®, CPA When the 2008/2009 financial crisis hit, many millennials were just entering the workforce or in the early years of their career. With high unemployment and overqualified people applying for jobs, the younger generation was hit hard and many young adults had to move home or...

By Colleen Weber, CFP®, CPA We’re almost halfway through 2020, and to say the year hasn’t gone as expected would be a massive understatement. Forget “uncertain times”—more like scary or downright panic-inducing. In the midst of unprecedented volatility regarding the markets and employment, it’s normal to experience a multitude of...