
November 18
Working with the finances of my Charlotte clients has given me a crash education in human behavior throughout the years. Many of my clients, even thos...

November 15
A Certified Public Accountant's Four Keys to Financial Independence “You will never do anything in this world without courage. It is the greatest qual...

November 12
With the tax deadline approaching, I thought I'd check in today to give you some tips on how to avoid getting into trouble this tax season. And, well,...

November 12
Our culture is filled with anxiety and angst these days. Recent catastrophic incidents, as well as a general sense of disjointedness in our culture, h...

November 7
The IRS slaps tax debtors with a slew of fines every year. How much is it, exactly? If you live in Charlotte and owe taxes, you should look into it......

November 4
We're almost to the end of September, which makes me wonder where summer went. The weather is changing, and pumpkin lattes are everywhere... and thing...

October 30
It's not so horrible owing money to the IRS. What are you going to say now? Yes, that's correct. It's not such a bad situation. Well... That is, as lo...

October 25
The IRS just started processing tax returns this week, and tax preparers throughout the country are hustling and bustling to find all kinds of savings...

October 23
With all of the confusion, divisiveness, and shouting going on right now, it's important to attempt to block out the noise and focus on what is genuin...

October 15
Last week I spoke about worry, and this week... well, summer is here, and as it gets hotter, some days I arrive into the workplace and find myself a l...