Category: Blog

Margaret Tabb’s Five Reasons You’re In Debt

Margaret Tabb’s Five Reasons You’re In Debt

I’m going to risk being a bit blunt here. That said, I’ll apologize ahead of time for those of you in truly tragic financial circumstances. I’m referring to events, completely out of control, which wreck your balance sheets. Like a medical emergency, not covered by insurance — and which no reasonable person could have expected. […]

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Delayed Gratification: Staying Focused to Get Ahead (Later) in Baltimore Metropolitan Area

Delayed Gratification: Staying Focused to Get Ahead (Later) in Baltimore Metropolitan Area

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. […]

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Focus Training For Folks In Baltimore Metropolitan Area

Focus Training For Folks In Baltimore Metropolitan Area

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is […]

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Instilling Financial Literacy For Kids In Baltimore

Instilling Financial Literacy For Kids In Baltimore

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics — all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the sake of our constitutional freedoms. However, when […]

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How To Manage Money For Baltimore Metropolitan Area Millennials

How To Manage Money For Baltimore Metropolitan Area Millennials

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k “graduations” all the way up through college and beyond), to weddings (both royal and […]

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Margaret Tabb’s Three Tips For Resisting Financial Process Automation

Margaret Tabb’s Three Tips For Resisting Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction […]

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A 12-Point Financial Health Check For Baltimore Metropolitan Area Families And Individuals

A 12-Point Financial Health Check For Baltimore Metropolitan Area Families And Individuals

We are now fully engaged in our tax “off season” here in Baltimore Metropolitan Area. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even […]

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Four Tips For Baltimore Metropolitan Area Couples To Make Money and Marriage Work Together

Four Tips For Baltimore Metropolitan Area Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Baltimore Metropolitan Area into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Baltimore Metropolitan Area who are paying attention (because let’s be honest — many […]

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3+ Reasons Why Baltimore Metropolitan Area Taxpayers Might Need to File an Amended Return

3+ Reasons Why Baltimore Metropolitan Area Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Baltimore Metropolitan Area office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day […]

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The Joys Of Providing Professional Tax Services To Baltimore Metropolitan Area

The Joys Of Providing Professional Tax Services To Baltimore Metropolitan Area

Well, our primary work for this tax season in Baltimore Metropolitan Area has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Baltimore Metropolitan Area, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell […]

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