Preparing to File Taxes: 5 Things You Can Do Now

by Jonyce Bullock, CPA Your income tax obligation needs to be on your mind year-round. Here are some ways you can get a jump on your 2017 taxes. Summer’s over. Kids are back in school. And soon, there’ll be only three months left in 2017. If you haven’t started thinking about how to minimize your […]

Paying for Child Care with Tax Advantageous Dollars

by Jonyce Bullock, CPA Let’s face it – child care is expensive!  One of the conversations I see frequently on the AMW Facebook group is about how to find and pay for child care.  Finding and affording childcare can easily be the most stressful part of working while you have children.  I clearly remember the […]

Are You Protecting Yourself from Tax Identity Theft?

By Jonyce Bullock, CPA About two years ago the topic of identity theft became personal. I was aware identity theft happened; I had several clients who’d had their identities stolen, and I had attended hours of trainings on how to protect yourself from identity theft. However, on a certain level, I was in denial that […]

Personal Finance: Estimated Taxes – Do I need to worry?

By Jonyce Bullock, CPA The 2016 tax filing deadline is barely in our rear view mirror and you probably don’t want to think about taxes for a long, long time.  However, now is exactly the time to start thinking about your 2017 tax liability so you can avoid penalties and tax liability surprises come next […]

5 Things I Learned When I Found a Budget that Worked

By Anna Bergevin I have tried a lot of different budgeting approaches over the years. From Quicken to Mint to a simple budget in Excel — I’ve set them up, gained some understanding, and quit. These budgets helped me break down my expenses, but they did little to change my behavior in the long run. […]

Personal Finance: 20 Accounting Terms You Should Know

by Jonyce Bullock, CPA OK, admit it – you read “Accounting Terms” and thought “that does NOT apply to me!”  Let me explain why this post applies to everyone.  At some point in your life you are going to encounter an accounting term; if you know the basics terms you will handle these situations with […]

Financial Fitness

by Sheila Sawka If you are like me, and the rest of the world, you have once again made a New Year’s resolution to become more physically fit in 2017. I’m hoping this year my goal will survive past January 14. We have constant reminders of the state of our bodies as we look in […]

Health Care Spending – Maximizing your tax benefits

by Jonyce Bullock, CPA It is that time of year! No, not the holiday season, open enrollment and health insurance exchange renewal season. This year many of us are being faced with large increases in our health insurance costs along with the loss of some key benefits.  You may be asking yourself what you can […]

“Financial hacks” that can really make a difference

by Jonyce Bullock, CPA As I was recently wrapping up our AMW series on financial budgeting, I was reflecting on ways to make a difference in our budget.  There are always the big ones that seem far away and hard to reach, like gaining a new job skill or changing your employment, but what I […]

Personal Finance: Budgeting – Part 5, Life and Accountability

by Jonyce Bullock, CPA Budgeting is one of the top two most common New Year’s resolutions – and we all know that the majority of New Year’s resolutions fail.  Why?  LIFE!!  Life happens, we get busy, we have conflicts, we make mistakes, etc.  How can you help your budget resolution (New Year’s or otherwise) stick […]

Personal Finance: Budgeting – Part 4, The Debt Snowball

by Jonyce Bullock, CPA Hopefully by now you are starting to get in the groove of your budget.  You are getting accustomed to tracking your spending and then planning where to spend it, in advance.  Hopefully you’ve found a budget tool that works for you – whether it is a pen and paper, an Excel […]

Personal Finance: Budgeting – Part 3

A LITTLE PAIN NOW, OR A LOT LATER? by Nicolette Alger Now that you have taken the time to find your ‘why’, track your spending, and have listed your financial goals, you are ready to understand a bit more about why budgeting is so important.  Why is having a budget going to help you achieve […]

Personal Finance: Budgeting – Part 2

BUDGETING PART 2 – NEXT STEPS by Jonyce Bullock, CPA Give yourself a pat on the back!  You made it to step 2!  You should now be armed with your first two budgeting steps and ready to take the next step forward.  These two items will be important as we move forward so make sure […]

Personal Finance: Budgeting – Part 1

by Jonyce Bullock, CPA Budgeting – First things first! Everyone knows they should budget.  It is on that eternal list of New Year’s resolutions and things we are going to change about ourselves.  I’m going to get organized, exercise, eat healthy and stick to a budget.  And, like most New Year’s resolutions the budget lasts […]

Personal Finance: Taxes

by Jonyce Bullock Tax Time! I know – you read the title of this post and secretly got excited, right? No?! While this might not be the most popular topic of our financial series, it may be one of the most important. Taxes affect every one of us, but they can be convoluted and scary. […]

Women and Money

by Jonyce Bullock, CPA In February 2015, Fidelity released the results of a study on women and finances. In this study they identified several interesting findings. First, they found that women are very interested in learning more about their finances. In fact 92% of women reported wanting to learn more about financial planning, 75% want […]

Mothers to Daughters: Passing Down Financial Savvy to a New Generation

by Kelli Sauvé As a little girl, I remember sitting at the kitchen table with my mom as she organized the monthly bills, wrote checks, and sealed the envelopes for our monthly trip around town to deliver payments directly to each company. She preferred this instead of mailing the payments, and it was something we […]

Carry out the Counsel: Eliminate Your Unnecessary Debt

by Kelli Sauvé Most of us will have to incur some debt in our lifetime. Some even find themselves in a continuous debt cycle. Though not all debt is bad debt, we have been counseled for years by our leaders to minimize our debts and strive to become debt free. Elder Joseph B. Wirthlin counseled, […]

Mission Possible: Financial Preparation for Sisters

Image credit: Kristen Klein by Kelli Sauvé With the fairly recent announcement lowering the missionary age to 19 for sisters, there has been a sharp increase in the number of young women signing up to serve missions.  This is wonderful and exciting!  If you are one of those young women considering serving a mission I […]

Career Day: Financial Coach

Tell us a little about yourself and about your job.  Hello!  My name is Kelli Sauvé and I’m a financial coach.  I was raised in Utah but my adventures have taken me to a few different places since then.  I’ve lived in California, Oregon, and Virginia and now I’m enjoying a new adventure here in […]

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