One Significant Habit Of The Wealthy In Connecticut — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray. There’s lots to be frustrated by, and plenty to … Read More

Emelia MensaOne Significant Habit Of The Wealthy In Connecticut — Generous Charitable Contributions

What To Do When You Experience A Sudden Income Increase In Connecticut

I don’t know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it’s good to put all the shouting behind us. Er, well … maybe the shouting never ends. … Read More

Emelia MensaWhat To Do When You Experience A Sudden Income Increase In Connecticut

One Trump Tax Plan Mistake That Emelia Mensa EA, CPA, CGMA Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

Emelia MensaOne Trump Tax Plan Mistake That Emelia Mensa EA, CPA, CGMA Wants You To Avoid

Emelia Mensa CPA’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans. We’re all about those plans. These days, we’re working with a fair number of our clients to get ahead of all of the changes to the tax code. Yes, there’s a larger standard deduction next year, and that might make sense for you. But I’ll tell you what DOESN’T make sense: not taking action now when you … Read More

Emelia MensaEmelia Mensa CPA’s Guide to Nailing this Year’s Holiday Budget

Emelia Mensa EA, CPA, CGMA’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven’t worked with us before the year is over, and we aren’t able to make … Read More

Emelia MensaEmelia Mensa EA, CPA, CGMA’s Key Points On How To Make Sound Financial Decisions (Part 2)

Emelia Mensa EA, CPA, CGMA’s Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

Emelia MensaEmelia Mensa EA, CPA, CGMA’s Common Financial Mistakes (Part 1)

Should Connecticut College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

Emelia MensaShould Connecticut College Students Invest In The Market Or Pay Off Student Loans Early?

Getting Your Mental State Out Of Fear And Anxiety By Emelia Mensa EA, CPA, CGMA

I might be wrong, but I get the sense that many of my friends and clients are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on the way “millennials” … Read More

Emelia MensaGetting Your Mental State Out Of Fear And Anxiety By Emelia Mensa EA, CPA, CGMA

Six Steps To Debt Recovery By Emelia Mensa EA, CPA, CGMA

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery. The slow onset of these hurricanes is a mixed bag, isn’t it? We prepare for … Read More

Emelia MensaSix Steps To Debt Recovery By Emelia Mensa EA, CPA, CGMA

Five Steps To Help Connecticut Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I’m reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of thing against which I’m always on guard on behalf of my clients, family, and friends. There’s a mountain … Read More

Emelia MensaFive Steps To Help Connecticut Families And Individuals Prepare for Financial Emergencies