Thank You
A member of our team will be in touch with you, shortly. We appreciate your interest!
In the meantime, feel free to check out some of our most recent blog entries:
Last Minute Tax Moves Before You File
Maximize Your Refund with Last Minute Tax Moves With the electronic filing opening being pushed to February 12th (usually mid-late January) this year, let’s look at some last-minute tax saving strategies before you file. Keep in mind that tax avoidance is about...
I No Longer Qualify for a Roth IRA, Now What?
Strategies for Retirement Savings Without a Roth IRA So, you are interested in saving for your retirement, but you make too much to contribute to a Roth IRA. There are many rules surrounding this type of retirement account that limit who can use the account and how...
Should You Save or Invest?
Save vs. Invest: Making the Right Financial Choice One of the hardest questions we ask ourselves is whether we should save our money or invest it. Keeping our money in our account for emergencies can help us feel safe in knowing it's available when we need it. On the...
5 Tips for Preparing for Your Taxes
Mastering Your Tax Preparation Process It is that time of year when we begin preparing for our taxes. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you prepare during the...
New Stimulus Relief
New Stimulus Relief: Your Comprehensive Resource Guide Last night, President Trump signed a bipartisan omnibus spending bill that included $1.4 trillion to fund the federal government and $900 billion in additional COVID relief. Among the following COVID relief...
5 New Year’s Business Goals & Resolutions
5 New Year’s Resolutions Every Business Should Make 2020 has created unique challenges for small businesses across the country. Many are still struggling through this complex situation as we begin the New Year. New Year’s resolutions are important now more than ever...
How much should I contribute to retirement?
Essential Tips for Retirement Contributions When it comes to retiring many people have the same question. How much should I be setting aside for retirement? This is a complicated question because there is not an answer that fits everyone’s situation. In addition,...
Get Out of Debt
Having debt seems like a way of life these days. Some things seem unavoidable, house or car.. but sometimes its all little things that have piled up. It has become the adult version of the monster under the bed. There will be a point that you decide it is time to...
Casual Conversations with Molen & Associates
The Art of Casual Dialogue with Molen & Associates Join us as we sit down and answer some common tax questions in our first episode of Casual Conversation with Molen & Associates. We will get answers to some frequently asked questions like - What kind...
7 Reasons to Stop Doing Your Own Taxes
The Hidden Costs of Self-Preparing Taxes Many Americans out there take on the task of doing their own taxes every year. While this may be ok for some, self-preparing taxes rather than having an accountant prepare your taxes could be a costly mistake. I have personally...
Things to Know Before Investing in Residential Real Estate
Tips for First-Time Residential Real Estate Investors Real Estate is a tangible asset that is real property such as land, buildings, improvements, and the right to use and enjoy that land and all of its improvements. There are 3 basic categories or real estate;...
Term VS Whole Life Insurance
The Ultimate Showdown: Term vs Whole Life Insurance Life insurance is one of those adult vocabulary words many are aware of and understand generally how it works, but not to any great extent. Sort of like my car, I’m vaguely aware of how the axle is connected to the...
The Complete Guide to Bankruptcy: What You Need to Know
What happens if I declare bankruptcy? Debt comes in many forms and can be completely overwhelming. Are you being harassed by creditors, unable to make minimum payments, or at risk of losing your house? Bankruptcy might be your best option to ward off creditors,...
Why are you broke?
Understanding the Cycle of Being Broke It’s mid-month and yet you see a very low balance in your account. So, is it right to say you are poor? Not necessarily. There is a slight but very important difference between being poor and being broke. Most people assume these...
10 Ways to Save for Christmas Now
10 Ways to Save for Christmas Now: Budget-Friendly Tips for a Stress-Free Holiday The holidays are right around the corner and it’s time to start to save for Christmas. I don’t know about you, but I always feel like I have plenty of time to plan and then BAM! … next...