MOney ManagerS, Inc.

A Financial Planning & Tax Accounting Firm

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We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Recent Financial News

Money Managers, Inc.

16 hours 49 minutes ago

The biggest month in college basketball is here, and we're feeling the excitement! 🏀 Whether you're cheering for your favorite team or just enjoying the energy of the season, it’s a great time to catch up.

Got questions, updates, or need assistance? Let’s connect!

Money Managers, Inc.

Money Managers, Inc.

1 day 21 hours ago

As we head into the busiest season, here's a quick reminder about upcoming tax deadlines:

📅 S Corporation and Partnership Deadline: March 17th (for calendar-year businesses)
📅 Individual Tax Deadline: April 15th
📅 C Corporation Tax Deadline: April 15th

If you’ve already arranged for us to handle your tax prep, we’re on it! ✔️ But if you haven’t sent in your documents yet, now’s the time⏳

Need assistance or have questions? We're here to help! Don't hesitate to reach out.

Money Managers, Inc.

Money Managers, Inc.

2 days 19 hours ago

March is Workplace Eye Wellness Month — a perfect time for employers to focus on their team’s eye health and its impact on overall well-being and productivity.

Vision insurance offers:

✨ Cost savings with group plans that reduce premiums and out-of-pocket expenses.

✨ Preventive care through routine exams, catching vision issues early.

✨ Improved productivity by reducing eye strain and enhancing focus.

Thinking about expanding your benefits? Let’s explore how vision coverage can make a lasting impact on your team. Reach out to learn more!

Money Managers, Inc.

Money Managers, Inc.

3 days 21 hours ago

Given that many people have questions about the recently announced tariffs, we wanted to share an overview of implemented and proposed tariffs and what they could mean for consumers.

Swipe for an overview, and as always, reach out with any questions or needs. We are always here as a resource!

Money Managers, Inc.

Money Managers, Inc.

4 days 16 hours ago

Reminder for C-Corporations: Tax Day is only two weeks away! Make sure you’ve checked off all of your tax season to-dos, and consider an extension if you are behind.

Money Managers, Inc.

Money Managers, Inc.

5 days 16 hours ago

Confused by all of the accounting terms out there? Don’t worry – this post “accounts” for that 😉 In fact, we’ve put together a whole series dedicated to defining some of the accounting terms our clients may come across. Take a look at our first round of definitions below! ✏️ Return on Investment (ROI): ROI measures how profitable an investment is. To determine your ROI, divide the amount you’ve gained from the investment by the amount you spent on the investment. ✏️ Amortization: Through amortization, you pay back a loan in smaller, periodic payments. These payments, usually paid monthly, pay back part of the principal and part of the interest on the loan. ✏️ Taxable income: This is the income that is eligible for taxation. It can include employee income or self-employment/freelance income as well as money made from certain investments. Hopefully, those definitions were helpful. We look forward to See More

Money Managers, Inc.

Money Managers, Inc.

6 days 16 hours ago

We hope you’re not sick of our jokes just yet! This last one in our accounting joke series may be our funniest (and cheesiest) 😅 Let us know which joke was your favorite in the comments.

Money Managers, Inc.

Money Managers, Inc.

1 week 16 hours ago

This joke had our whole office laughing today 😂 Got any other cheesy jokes? Drop them in the comments ⬇️

Money Managers, Inc.

Money Managers, Inc.

1 week 1 day ago

It’s time for another joke—we hope this one made you laugh as much as we did 😂 Share this post with your friends to spread the laughter!

Money Managers, Inc.

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