March 14, 2019

Be Wary of Scams!

These are very popular this time of year! Be wary of scam groups pretending to be charitable organizations offering tax deductions as bait! This scheme is […]
February 7, 2019

Tips to Find Extra Cash & Resources Now

Here are some examples:  Create a New Program/Product/Service This could add an extra source of new revenue, and increase your income & efficiency. Bill Faster By […]
January 15, 2019

New Year, New You!

Begin your new year with some budgeting! Here’s a few easy tips to keep track of your finances this year and to stay on budget all […]
August 22, 2018

4 Ways To Use Automation To Improve Your Finances

This column originally appeared on — by John Odell, principal, Arroyo Investment Group Financial planning is a complex topic with numerous moving parts, and many aspects […]
August 2, 2018

3 Debt-Destroying Habits Everyone Should Follow

  Staying out of debt is simple, but it’s not easy. It requires resilience — forgoing impulsive purchases in exchange for long-term financial freedom. Personal debt […]
July 11, 2018
hammock relaxing

Want To Retire Some Day? Here’s How To Save More Now!

    Need to save more for retirement? Here are some questions to ask yourself to help you get started and stay on track:  ·      How much […]
June 12, 2018

Summer Is A Time For Vacations AND Tax Planning

It’s tempting to take a break from everything this summer, but you may regret it come tax season if you push off tax planning. Here are […]
May 9, 2018
scam alert

Your Refund Check Is Coming – Watch Out!

       Tax Day has passed, which means you’re likely waiting for your refund to arrive. This typically takes about three weeks if you filed […]
February 28, 2018
putting money into roth ira lg clr

Considering Converting your IRA?

You won’t be able to make contributions to a Roth IRA if your income goes above a certain level. However, you do have the option to […]