Ways to Set Financial Goals for 2023

Ways to Set Financial Goals for 2023

Financial Goals for the New Year Many of us create a list of New Year’s resolutions to avoid making the same mistakes we made in the past year, and to promote positive change in the coming year. Finding ways to improve your finances should be among your top priorities...

read more
Ways to Start this Year off Right for Businesses

Ways to Start this Year off Right for Businesses

Financial Goals for the New Year Many of us create a list of New Year’s resolutions to avoid making the same mistakes we made in the past year, and to promote positive change in the coming year. Finding ways to improve your company’s finances should be among your top...

read more
2020 Tax Season

2020 Tax Season

2020 Tax Season is here!! What do you think of when you hear the word or think of your tax return? Do you think of taking a vacation with your tax refund? Do you suddenly remember your New Year’s Resolution from 2019 about being more organized and realize you failed?...

read more
2020 Tax Considerations

2020 Tax Considerations

As we bring in a new year… And a new decade, this new year seems a little bigger than others. A new year often brings emotions of reflection, challenges, successes and opportunities to start fresh. At Root, we have seen many changes and challenges this past year...

read more
You have to Incorporate

You have to Incorporate

You started a new business, congratulations! Everyone around you is now an expert advisor telling you that you need to do this that or the other. For some reason, we value this person’s opinion and take it whole heartedly. If we do question what he says we turn to...

read more
What is up with the Economy!?

What is up with the Economy!?

Everyday you can find an article highlighting facts that support the economy is poised to skyrocket, tank or anything in-between, so what does it mean? What should you do with your money? Probably not what you expect. Here are a few stats about the U.S. economy:...

read more
Tax Red Flags: Easing Your Concerns

Tax Red Flags: Easing Your Concerns

I hate red flags! Just talking about them makes my skin crawl. It happens all too often when I meet with a new client. First, we begin discussing their past tax returns and their income streams. Then, we go over their deductions and changes that were made during the...

read more
Tax Deductions Are a Terrible Investment

Tax Deductions Are a Terrible Investment

I consult with a lot of businesses and inevitably the time comes where the business owner asks—what else can I do to save taxes? This is a great question. I love planning for opportunities for business owners to take advantage of tax laws that they weren’t aware of....

read more