An Accountant Looks At Holiday Gift-Giving

Posted by on Dec 1, 2013 in General |

“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 […]

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2013 Mid Year Tax Moves

Posted by on Jul 8, 2013 in General | 0 comments

2013 Mid-Year Tax Moves You know how good coaches are usually famous for making adjustments during the halftime of big games? Well, here I am — acting as your financial coach in matters tax-related, and we’ve just about hit halftime for 2013.  We now have six months of financial info to use for some quick […]

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The IRS is keeping records–are you?

Posted by on Jun 8, 2013 in General | 0 comments

Save More Taxes’  Tax and Financial Record keeping Rules of Thumb All of this conversation about IRS correspondence (and the fact that it is that spring-cleaning time of year!) is a good reminder to consider how long you should be keeping your records. Even in the days of cloud-document storage, it’s important to have hard […]

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Can you retire tomorrow?

Posted by on May 19, 2013 in General | 0 comments

If you become permanently  disabled tomorrow, you may be forced to retired.  Are you ready?   Here are some startling  statistics.  It happens more often than you’d imagine. Just over 1 in 4 of today’s 20 year-olds will become disabled before they retire. Over 37 million Americans are classified as disabled; about 12% of the […]

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