What are your goals for 2026? Now is a great time to take a look at your financial picture. A quick 15-minute review can help you see what’s on track, what needs attention and where small adjustments might be needed.
Here’s how you can give yourself a brief financial audit to start the year strong:
Read MoreNew Year’s resolutions often fade as quickly as they’re made. Usually, the issue is that resolutions are hard to stick to; they are either too big or too easy to ignore.
If improving your financial planning is on your to-do list in 2026, try these more attainable resolutions. These financial goals are easy to implement. They can help you build momentum — and real results — throughout the year.
Read MoreAs 2025 comes to a close, many economic trends have reminded us of key financial fundamentals. From inflation’s lasting effects to rising health care costs, this year underscored the importance of thoughtful planning and steady decision-making.
Here are some of the biggest financial takeaways from 2025 to keep in mind as you plan for the year ahead:
Read MoreIn the early stages of running a business, once-a-year tax preparation may be sufficient. But as your business matures, your financial picture becomes more layered-often in ways traditional tax prep is not equipped to handle.
At Palm Beach Accounting and Financial Services, we often meet entrepreneurs who believe their taxes are "taken care of" simply because they've been filed on time. But filing is not the same as optimizing.
Read MoreFixed, variable and indexed annuities each function differently, which makes timing and strategy important. Year-end is a good opportunity to review these choices and consider whether they align with your broader retirement plan.
Here are a few things to consider if you’re contemplating annuities as the year comes to an end:
Read MoreThe FBI’s Internet Crime Complaint Center received more than 20,000 reports of identity theft in 2024. Scammers are going to continue looking for creative ways to steal and leverage your personal information.
Here’s how to recognize when your identity may be compromised and how to protect yourself, undo any damage done to your credit, and regain control.
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