Wendy Kane 3/27/23 Wendy Kane 3/27/23

Beware the asterisk (on financial apps)

Have you ever noticed how sometimes the best examples to share in your business come from your own personal experience? I had such an experience recently when my daughter (with my blessing), used an online tax program to complete her taxes. In this example, she used Tax Act, but this warning is for any kind of financial application, especially one that you might be using to complete your taxes.

Wendy Kane 3/15/21 Wendy Kane 3/15/21

How to choose a tax preparer

Since the annual filing deadline is coming up on April 15th, I wanted to highlight some of the preparer qualifications you should look for and give you some resources for locating the most awesome tax preparer you can.

Wendy Kane 10/28/20 Wendy Kane 10/28/20

Featuring: Freedom5One

Freedom 5:One is a faith-based non-profit that helps guide families (married couples and singles) to live a more balanced life through helping get their finances in order. Financial coaching can have an impact on every aspect of life and at every stage of a person’s life.