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Life can throw unexpected curveballs, but fear not! Whether you're tying the knot, starting a family, or buying a home, a tax planning session can save you from unnecessary stress and money. Don't hesitate to reach out for help - it's always better to be proactive...

Managing your practice's finances yourself while trying to run a business or hiring an inexperienced accountant can be disastrous. Cataldo Financial has been dedicated to providing the highest quality of services to our dental practice clients for more than 30 years....

As CPAs, we want all of our clients to meet their financial & life goals! If your goal is to buy a house, try to build up your down payment as much as possible. The higher real estate prices climb, the bigger you’ll want your down payment to be. Having at least...

#TerminologyTuesday: FSA vs. HSA FSA: Flexible Spending Account - an employee benefit that allows you to set aside money, on a pre-tax basis, for certain health care and dependent care expenses. HSA: Health Savings Account - an investment account available only to...

Be on the lookout for identity theft as tax season officially begins! Each year thieves try to steal billions in federal withholdings by stealing your identity. As the IRS focuses more attention on this quickly growing problem, now is the time of year to be extra...

If you're over 50 years old at the end of the calendar year, you can make catch-up contributions to your various retirement accounts. Check out this article outlining this topic direct from the #IRS: https://bit.ly/492vQDf