Pescatore Cooper

Filing a Tax Return

Written by: M Katie Helle, CPA This time of year, when listening to the radio or watching your favorite show, you often hear or see an ad to file your income tax return.  You will likely be filing an income tax return if you have earned money.  There are some ...

Why is Financial Literacy Important?

Written by: M Katie Helle, CPA You may be asking yourself, "What is financial literacy?"  Simply put, financial literacy is the understanding of money.  Financial literacy not only includes the management of money but also empowering yourself with the knowledge to support investment opportunities and create wealth.  The more you ...

Budgeting for the Holidays

Written by: M Katie Helle, CPA Planning for the Holiday season can be stressful to some, particularly those on a tight budget. When planning for this shopping season, consider the tips below. Evaluate your current budget and set a holiday spending limit. Setting this budget is crucial to ensure you ...

How to Pick the Right Bank for You

Written by: M Katie Helle, CPA Banks! You see or hear about them just about everywhere you go. In today's world, there are brick-and-mortar banks and virtual options. Because of the number of options available, many young adults may feel overwhelmed when selecting a bank. When establishing a relationship with ...

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