Giuseppa Maceri, CPA, IRS CAA When we think about being healthy , most of us think of eating better, working out more, and getting enough sleep. I am a huge fan of all of this, but there’s one pillar of well-being that’s still often left out of the conversation: Financial Health. If you’re navigating a major life change—like divorce—or trying to regain control over your money, it’s time to look at your finances not just as numbers, but as part of your whole-body wellness. 1.

Giuseppa Maceri, CPA, IRS CAA Divorce isn’t just the end of a relationship — it’s a major life reset. Just like you might clean out your closet during a fresh start, this is the perfect time to declutter your finances and get clarity around your financial future. Decluttering emotional baggage is not easy! Decluttering financial assets? Even harder — especially if you’ve never handled them before. That’s where having the right team makes all the difference. Why Decluttering

Considering purchasing a new home before marriage? Sounds great, but a few things to consider. It’s very likely you will need a mortgage...

During the pandemic, many people shifted to a “work from home” scenario. Expect more IRS scrutiny in the coming year as it relates to...

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