For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Henn’s Key Reminders For Financial Peace

Last week I wrote about all the chaos that our culture seems to be experiencing, and how things feel like they are fraying around the edges.Well, not only do we seem to be more divided than ever (with a heaping slice of online bitterness thrown in), but each of us...

Rockledge Businesses Should Focus Less On Sales Pitch And More On Adding Value

This summer has been rough. Our culture seems to be fraying around the edges (if not worse), and even if you are successful at staying focused on what's most important for you, your family, and your business, it's difficult not to be troubled at some level by our...

Four Steps For Attracting Better Prospective Rockledge Clients

It's very likely that your Rockledge clients have put tax season far off in their rear view mirror, and they're going on (or coming back from) vacation, making trips to the pool, or grilling out with friends and family.Why not let the good times roll and make some new...

9 (More) Reasons You Should Own Your Rockledge Business’ Building

Working remotely is more prevalent in Rockledge's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own respective...

Establishing Clear Pricing For Your Rockledge Customers

Last week, we had a little "mid-year pep talk."After a good locker room session, it's good to enter Q3 and Q4 with a solid gameplan. And a solid gameplan, of course, means good plays.As it relates to your Rockledge business, we're talking about the actual offerings...

Have You Been Thinking Too Small For Your Rockledge Business In 2019?

Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!