Financial Resolutions for 2020: Get On a Healthy Track as the New Year Kicks Off
The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started: Start with your goals—Record what you want
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IRS Warning: Email Scams Will Surge this Holiday Season
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet. Fraudulent emails will look as if they are coming from the IRS
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Adriana Bush, CPA, Named a Firm Shareholder
Harvard and Associates is proud to announce that Adriana Bush, CPA, has been named a firm Shareholder. Adriana has been a certified public accountant since 2012 and joined Harvard and Associates in 2017 as a client manager. Before joining the Harvard team, Adriana gained valuable experience working at Duggar, Vick & Co. from 2008 to
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Hosting an Employee Holiday Party that is Festive, Frugal and Free of Stress
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit. Make a list—Organization is a natural stress deterrent, so live by
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Thinking About Retiring? Here’s an Easy 5-Step Calculation to See Where You Stand
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation. In just five minutes, you can get to a
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Enjoy the Deals Without the Black Friday Rush this Year
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals. Here are a few ideas to get in on the savings…without stepping foot in the mall: Take Advantage of Cyber Monday Why even
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