Money Matters

What to Know About Bank Fees

By M Katie Helle, CPA – On just about every corner as I drive in the Phoenix Metropolitan area, there is either a gas station or a bank.  Two very important business establishments… one allows you to deposit your money so you can pay for gas at the other.  The ...

Embrace the Stock Market

By M Katie Helle, CPA – You may regularly hear in the media, talk about trading on the stock market and the highs and lows that often occur.  As a young adult, you may not understand the stock market and how it works.  The stock market is where you (the ...

Why Give Generously

By M Katie Helle, CPA – Have you ever been in a position to help out a friend or family member in a time in need?  Do you remember the feeling you had?  This is the same feeling many people have when giving to charity. Each year, millions of people ...

Why Open a 529 Plan

By M Katie Helle, CPA – Many new parents are bombarded with added financial expenses as they welcome a child to their family.  The last thing new parents think about is their child’s future education.  In reality, this should be something they consider thinking about while their children are young.  ...

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