“Don’t worry about failures, worry about the chances you miss when you don’t even try.” -Jack Canfield Yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able […]
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!
“No matter how dirty your past is, your future is still spotless.” – Drake Not to make you feel guilty, but for every seven years you delay saving and investing for the future, you cut in half the income you would enjoy at the end of your life. So, let’s make 2014 the year we […]
“Leadership is practiced not so much in words as in attitude and in actions.” -Harold Geneen Most of us spend a considerable amount of time and energy in our lives working for our families and accumulating wealth. But unless you’re careful, all of it will be going to waste. That’s why a well-crafted estate plan […]
“The only person you are destined to become is the person you decide to be.” –Ralph Waldo Emerson When we make informed tax decisions, it is always best, of course, to start with real data. That’s why a good first step in any tax planning environment is preparing a draft tax return, to see where […]
“If you haven’t any charity in your heart, you have the worst kind of heart trouble.” – Bob Hope Many people spend more during the holiday season than they can afford. Among other things, sometimes guilt or shame can drive a lot of big-ticket gifts — though not always, of course. But the satisfaction can […]
“Every time we have an election, we get in worse men and the country keeps right on going. Times have proven only one thing and that is you can’t ruin this country even with politics.” – Will Rogers Many well meaning people think that estate plans are for someone else, not them. (Our tax clients […]
“Happiness is not something you postpone for the future; it is something you design for the present.” -Jim Rohn I’ve got some bad news for you if you think this year is going to be like any other year. It’s not. Tax rates are higher. Marriage penalty tax is back. Itemized deductions phase out faster. […]