Everything you need to know about BOI requirements.

You may have seen other notices and reminders floating around about the new federal requirement to file a Beneficial Ownership Information Form (BOI) by the end of the year. This may have looked like a possible scam or you may be unsure if you need to file.

After doing the research and filing my own report this week, we wanted to give you an update…

Amy Esp 12/2/24 Amy Esp 12/2/24

Successes and Failures: Reflecting on the past year.

This time of year, I am deep in reflection and planning. I have always been a big fan of both and I love the end of the year process. I love sitting down and reviewing the previous year. What went well? What did not go so well? What am I excited about moving into the new year and what am I happy to leave behind?

Angela Hall 10/31/24 Angela Hall 10/31/24

Controversial opinion: There is no such thing as "too old" to trick or treat. It's a harsh world, and if a kid wants to hang on to that last glimmer of childhood magic, we should let them.

The same kinda goes for you.

Angela Hall 10/29/24 Angela Hall 10/29/24

Pros and Cons for giving kids and allowance.

Statistics show that MOST parents give their children some sort of allowance AND that it is often tied to performing certain household chores, but did you know that there are some pretty solid arguments for NOT being an “allowance household”? Let’s run them down

Angela Hall 10/23/24 Angela Hall 10/23/24

Before we begin…

This month, we are going to talk about teaching your kids about money and I want to start by making something super clear: You don’t have to have it all figured out. I know, I know…you want to sit down with your kids and show them that you’re a shining example of financial excellence, who has a flawless budget and zero debt. You aren't. You don’t. And that is JUST FINE.

Amy Esp 10/18/24 Amy Esp 10/18/24

Teaching your kids about money.

Last spring, my 12 year old came to me to discuss how he could make a little extra cash.

At first we talked about the usual chores: yard, pets, cleaning…

But then we started to talk about how he could help me track the family finances and budget. He loves math and has a head for numbers. Plus he’s come of age during the online school of COVID, so he felt really comfortable with computer work and navigating the software. I’ve had a personal Quickbooks account for a few years, but I am terrible at the upkeep (cobbler’s kid has no shoes and all that).