Rob’s Blog

The Annual Financial Check-Up

Don’t ignore it. Here’s why.   Here’s the scenario … you get a letter in the mail it’s time for your annual financial checkup. Your reaction: I’ll take care of that later. Here’s why you should look forward to it.   Why do I need an annual review? Because things change, and during the course […]


7 Tips To Get On The Right Side Of The Taxman

Most of us will encounter an issue with taxes at some point in our lives, whether it’s an audit, a mistake, or more serious problems it’s always best to make sure you do everything your can to resolve the issues.  Here are 7 tips to help you with tax issues:   1. Open Your Mail. This […]