“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children, it’s always a better idea to focus on the benefits of more time with your parents, etc. … but yes, I’ve seen many […]
Where do you begin with tax planning?
Some find tax planning fun, others hate it. What is the practical way to start tax planning.
Financial Independence 3: Realistic Numbers
Now is where the rubber meets the road in financial planning!
The Power of Specialized Knowledge
Be careful on whether you want to prepare your own tax returns.
If you are serious about your financial future, you should know the answers to these four questions.
Without knowing the answers to these four questions, your financial future is in jeopardy!
“Success is simple. Do what’s right, the right way, at the right time.” – Arnold Glascow Whether you used us or not, the monkey is now off your back and your return is filed (hopefully!). At least, of course, if you didn’t file for an extension. It does feel nice, even if more money was […]
“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.” -Winston Churchill Imagine a man named Bill Fredericks, born in 1948, who is celebrating his 66th birthday […]
“Problems are only opportunities in work clothes.” – Henry J Kaiser First, retain a paper copy or receipt of any tax-relevant transaction. Scan these documents and archive them electronically, or acquire them in an electronic format. If the purchase has a manual or warranty, store all the documents in the same electronic and physical location. […]
“It doesn’t matter where you are, you are nowhere compared to where you can go.” -Bob Proctor People over 40 shouldn’t just plan for retirement, they should rehearse for it. Because retirement can last 20 to 30 years, it’s more important than ever that “pre-retirees” (those who plan to retire in five to seven years) […]
“You must have long range goals to keep you from being frustrated by short range failures.” -Charles C. Noble Some years ago, one of the major manufacturing companies in this country was facing a crisis. The central conveyor belt of its automated assembly line quit running and brought the entire plant to a stop. Although […]
“Show me someone who has done something worthwhile, and I’ll show you someone who has overcome adversity.” – Lou Holtz It may not surprise you to learn that identity theft is annually the number one complaint made to the Federal Trade Commission (FTC). Well, the tax return component of this crime has been heating up. […]