The Financial Spotlight

The Financial Spotlight Established in 1999, we do business the client's way. We specialize in individual & business taxes.

Could you tell me exactly how much it costs to cover one month of your essential bills?Today's task:Add up your mortgage...
09/20/2026

Could you tell me exactly how much it costs to cover one month of your essential bills?

Today's task:

Add up your mortgage/rent, utilities, insurance, transportation, minimum debt payments, phone/internet and other essentials.

Your number: $_____

If you want to get one month ahead financially, that's the number you're eventually working toward.

You don't have to save all of it at once.

Start with one bill. Then another.

I break down 4 things you can do to start getting one month ahead on your bills here:

▶️ https://youtu.be/3gKtPe-NZ6M

Know your number first. Then build toward it.

I would love it if you would join us in getting a month ahead on ex...

It's time for a Paycheck CheckupIf you need guidance with this, watch this video to make sure you're hitting all of the ...
09/17/2026

It's time for a Paycheck Checkup

If you need guidance with this, watch this video to make sure you're hitting all of the areas

https://youtu.be/2qMUkZW-SO0

In this video, I show you how to read your paycheck stub. This form...

📌What's Happening Wednesday📌This will be important things that you and your family need to know about taxes and current ...
09/16/2026

📌What's Happening Wednesday📌

This will be important things that you and your family need to know about taxes and current financial changes. So spread the word

Sharing my newest YouTube Playlist "Money Questions, Answered" - Get clear answers to common money questions about taxes...
09/16/2026

Sharing my newest YouTube Playlist "Money Questions, Answered" - Get clear answers to common money questions about taxes, IRS problems, credit scores, debt payoff, retirement, 1099 income, side-hustle taxes, tax deductions, small business finances, saving, banking and bookkeeping.

I break down confusing financial topics in plain English so you understand what the rules mean, what your options are and what you should actually do next.

Practical financial education to help you Know Your Money Better™.

Get clear answers to common money questions about taxes, IRS problems, credit scores, debt payoff, retirement, 1099 income, side-hustle taxes, tax deductions...

See what great financial tools I recommend
09/13/2026

See what great financial tools I recommend

Looking for financial tools that actually make managing your money easier? In this playlist, I review the banking, budgeting, bookkeeping, credit, and busine...

09/07/2026

If you have a side hustle or business, when do you usually start thinking seriously about your taxes⁉️

A: Throughout the year

OR

B: When tax season gets close 😩

Put your answer in the comment section please

09/07/2026


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Napa, CA
94558, 94559, 94581

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Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

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