April 10, 2019

What a crazy tax season it has been with all the tax law changes.  We totally understand if you need an extra six month to get everything together (I know I do).  While the standard six-month tax extension allows you to file your tax return after the usual deadline, if...

November 29, 2018

So, you think your 2018 tax refunds will be bigger and better with the new tax law? Hold up ...

The Tax Cuts and Jobs Act (TCJA) ushered in immediate tax relief for W-2 workers in the form of reduced withholding from paychecks. For the self-employed, we were excited abo...

November 21, 2018

The holiday sales have already started. The Black Friday and Cyber Monday deals have started streaming in, bombarding your inbox with lots of tempting offers.

How do you survive the holidays without going into debt? According to the National Retail Federation survey res...

July 31, 2018

QuickBooks is a complex platform and there's so much to know, which is why I was happy to contribute to FitSmallBusiness.com's piece on tips and tricks for utilizing QuickBooks for your small business or venture. Reach out to me if you have any questions!

--Brian Walls 


December 27, 2017

With the signing of the new tax legislation, everyone is scrambling to try to do some tax planning for the coming year. Starting in 2018, you will be limited to $10,000 in state and local tax deductions. This includes property taxes.  

So if you typically itemize...

September 19, 2017

We are so about the numbers at Walls Financial and now that spring has sprung us from winter, it's time to think about transportation for the next several months. We thought it would be fun to take a look at the cost basis for using a Citi Bike versus other modes of ci...

September 1, 2017

Welcome to my guest blogger, Sue Baxter, who is a mortgage banker out of Connecticut. Thought her message would be of interest. 

- Brian 

When is your credit score irrelevant in buying or refinancing a home?

The only score that matters is the one your lender uses to deter...

June 9, 2017

Finally tax season is over and we all survived! If you are receiving a refund, you should know how much to expect. You may be contemplating "what should I do with the money?" Thoughts such as those pair of shoes you saw at the mall last week or finally turning your liv...

May 12, 2017

I thought many of you would find this piece of interest. It really covers everything you need to know post rate hike. -- Brian Walls, Walls Financial Group

Article written by Gail MarksJarvis, Chicago Tribune 

The Federal Reserve raised interest rates by a quarter-p...

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September 19, 2017

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