By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
By Jamie Bosse Managing cash flow tends to be an issue for most people regardless of income level. On one hand, you have known expenses, but there are always some that catch you off guard. My husband and I have done a few iterations of cash flow management and have...
When preparing for your tax return this year, please don’t forget that the deadline to make HSA (Health Savings Account) and IRA (both Traditional and Roth) contributions for 2017 is April 15, 2018. HSA Contributions Any individual who has participated in a Qualified...
By Jamie Bosse Kids know what money is at a very young age, but don’t necessarily understand what it means, or what it can do. Throughout the year, your child may receive money for various reasons. They may get cash for birthdays, holidays, religious ceremonies, and...
