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My Son Has Been an Investor Since He Was 18 Months Old — Start Teaching Money Early
My son has had an investment account since he was about 18 months old. Years later, conversations about custodial accounts, Trump Accounts, and investing for children are becoming more mainstream, but in our household, starting early has always been the plan.
Danielle Davis
5 days ago3 min read


No Kids Doesn't Mean No Tax Refund: You Could Be Leaving Money on the Table
No kids doesn't automatically mean no tax refund. Your withholding, income, filing status, credits and other circumstances all affect your tax return. Before assuming you won't get anything back, run your own numbers.
Danielle Davis
Sep 242 min read


Bitcoin & Taxes: What You Need to Know as We Head Into the Future
Bitcoin isn't just a buzzword anymore—it's part of a financial revolution.
Danielle Davis
Mar 29, 20253 min read


Why Lower-Income Tax Clients Are More Difficult Than Higher-Income Clients
The difference between low-income and high-income tax clients isn’t just about money—it’s about mindset, organization, and understanding.
Danielle Davis
Feb 13, 20253 min read


Financial Literacy Quiz 1
Test your financial knowledge with this basic financial literacy quiz 1
Danielle Davis
Nov 9, 20241 min read
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