Tax Moves for December 2013

Posted by on Dec 9, 2013 in General | 0 comments

“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 […]

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Different Seasons, Different Savings (Part 2)

Posted by on Sep 9, 2012 in General | 0 comments

We wrote last time  about the different life stages we go through, and how it affects our finances. It’s based on the work of Nobel-Prize-winning MIT Professor, Franco Modigliani, who separated our financial life into four distinct phases: 1. Before having children there is often a surplus of income. 2. While raising and educating children, […]

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