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Money Management

year-end tax planning

10 Year-End Tax Planning Recommendations

By Joel ChamberlainBusinesses, Deadlines, Money Management

With all of the changes we’ve experienced in 2020, we strongly recommend reviewing your tax documentation and other financial information before the end of the year. We conduct year-end tax…

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December 15, 2020
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Teaching money management to the next generation

5 ways to teach money management skills to the next generation

By Marshall GunnMoney Management, Resources

We all want our children and grandchildren to grow up to be financially stable, to make smart financial decisions, and to be confident in managing their money. Early, consistent teaching…

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March 18, 2020
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Getting started with investing and saving

Getting started with saving and investing

By Marshall GunnMoney Management

You probably know you need to save for your future. Hopefully you even have a goal in mind. If your new year’s resolution has you putting your finances in order,…

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January 13, 2020
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Four things savvy savers do differently

Four things savvy savers do differently

By Kenny KreyFinancial Planning, Money Management

Have you heard about the invisible rich? These are the people whose lives are anything but flashy—they drive older cars, pack their lunches, live in a modest home, etc. At…

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December 12, 2019
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Your tax refund under the Tax Cuts and Jobs Act

Your tax refund under the Tax Cuts and Jobs Act

By Cathy Brown, CPAIndividuals, Money Management

You’ve heard all the hype about the new tax law. Perhaps your paychecks were a bit bigger in 2018. But lots of people have one question on their minds right…

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February 18, 2019
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Do I need a tax projection

Do I need a tax projection?

By Cathy Brown, CPAFinancial Planning, Individuals, Money Management

As this year is coming to a close, many of us are already thinking forward to tax time. Now is the time to look at your full financial picture while…

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December 18, 2018
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The ABCs of 529 College Savings Plans

By Shelly LingorMoney Management

Given that the average annual cost (tuition, fees, and room and board) for a four-year, in-state public college is $20,090 for the 2016—2017 tuition year, and $45,370 per year for…

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August 28, 2017
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Recent Posts

  • COVID Relief in the Consolidated Appropriations Act of 2021 January 22, 2021
  • Sales Tax Increases in Duval and Clay Counties January 14, 2021

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Jacksonville, Florida 32224

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LATEST NEWS

  • Consolidated Appropriations Act of 2021COVID Relief in the Consolidated Appropriations Act of 2021 January 22, 2021
  • Sales Tax IncreasesSales Tax Increases in Duval and Clay Counties January 14, 2021

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  • Home
  • About
    • About Us
    • Our Team
    • Careers
    • Testimonials
    • GC Gives Back
  • Our Services
    • Tax and Financial Advising
    • Business Accounting
    • Proof of Financial Ability to Operate—AHCA
    • Tax Preparation Services for Medical Professionals
  • Blog
  • Resources
    • Paycheck Protection Program
    • Coronavirus Response
    • Economic Updates Mailing List
    • Links
    • Women & Wealth Video Series
    • London Wants Video Series
  • Contact
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