Modern Financial Planning: Dealing with Documents
If your filing cabinet is bigger than your computer, your filing cabinet is too big. Let us show you how you can turn your paper clutter into digital documents that
April 2020
Jason’s Financial Favorites: The Budget, Simplified
Does the idea of creating a budget keep you from getting too close to a spreadsheet? Let me show you just how simple — and beneficial — a budget can
Plan Your Finances with the CARES Act
The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the