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Financial advice is everywhere—apps, podcasts, social media, even coworkers offering “what worked for them.” But when it comes to navigating taxes, long-term planning, and business decisions, the real advantage comes from a long-term relationship with a professional who knows your full financial picture.

That’s where working with one CPA over the long haul makes a big difference.

Every household has bills to pay, but not every household has a budget that works. For many families, it’s not that they haven’t tried—it’s that the system they’re using doesn’t stick. Too complex, too time-consuming, or just not practical for their everyday lives.

These days, people worry about locking their front doors, but they often forget to secure something even more valuable—their personal data. From credit cards to Social Security numbers, a growing amount of information lives online. And while you might feel secure with a strong password or a trusted bank, cybercriminals are finding more ways than ever to get past those walls.

Summer and saving don’t usually go hand in hand. Most people are thinking about vacations, barbecues, and long weekends—not budgets or the winter months ahead. But the truth is, summer is actually a great time to take a few financial steps that could make life easier later. With fewer year-end obligations and more time to review your habits, you can set yourself up for a stronger finish to the year.

When the economy starts showing signs of strain—whether it’s inflation, layoffs, or a volatile stock market—it’s natural to feel anxious about your financial future. Fear-based decisions rarely lead to long-term stability, but there are smart, practical steps you can take now to help shield yourself from potential disruptions. Below are several money moves to consider if you’re feeling uneasy about what lies ahead.

Cryptocurrency has shifted from fringe curiosity to a mainstream investment class. From Bitcoin to Ethereum—and now thousands of altcoins—digital assets continue to attract attention from seasoned investors and curious first-timers alike. But alongside the headlines of overnight gains and decentralized dreams is a murkier, more complicated reality.

Divorce changes almost every part of life—your routines, your relationships, your finances, and often, your sense of direction. Amid the emotional and logistical toll, it’s easy to overlook how significantly a divorce can also change your tax situation. From filing status to claiming dependents, taxes after divorce come with new rules and frequently, new decisions.

Sudden money can feel like a gift—and, in many ways, it is. Whether the funds arrive through an inheritance, a legal settlement, a business sale, or another unexpected event, the moment can change your life in ways you didn’t plan for. What many people don’t realize right away is that it also comes with a long list of financial questions, decisions, and consequences.

Losing someone close to you is never easy. The grief comes in waves, often when you least expect it. And just when you're trying to navigate those emotions, you're handed a pile of paperwork and deadlines—many of them involving taxes. Few people are prepared for that moment, yet it’s one most families will eventually face. Knowing what to expect can make this difficult chapter a little less overwhelming.