Katie Helle

Becoming Financially Savvy

Written by: M Katie Helle, CPA Building a solid financial foundation is essential for teens and young adults. Practical advice on budgeting, financial goals, debt management, and understanding the fine print will equip you with the tools you need to make informed financial decisions. Mastering Budgeting: Creating a budget is ...

Side Hustle and Taxes

Written by: M Katie Helle, CPA We are currently in the era of entrepreneurship with many young adults.  They are using their skills and knowledge to start a side hustle to earn an income.  Some people do not realize that their side hustle typically has to be reported on their ...

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 ...

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