Blog

Taxes for the holidays?

"Attitudes are contagious. Are yours worth catching?" - Dennis Mannering So, I approached my computer this morning to write this, with a bit of a dilemma on my hands: should I give you my insight and input about the recently-PASSED tax rate agreement? Or, should I do...

Strong words about giving

"People with many interests live, not only longest, but happiest." - George Matthew Allen I'm writing this on the "First Day of Christmas" (12 days before the 25th-- or do the "12 days of Christmas" start on Christmas? Ah well...it's the holidays.), and I'll tell you...

Take a day off … and save money?

"Your big opportunity may be right where you are now." - Napoleon Hill As I write this, Congress is still dawdling around with the politics of extending the current tax rates. They call it a "tax cut"...but really, it's the avoidance of a tax *increase*. By the time...

Profitable tax moves to make

"Just because something doesn't do what you planned it to do doesn't mean it's useless." - Thomas Alva Edison Finished with one holiday (and I'm still stuffed with leftovers) ... but now we move into the "holiday season". Yikes. I'm *already* overwhelmed with all of...

Thanking ahead

"The best years of your life are the ones in which you decide your problems are your own. You don't blame them on your mother, the ecology, or the President. You realize that you control your own destiny." - Albert Ellis It's Thanksgiving Week around here [and, I...

My analysis of your next year

"You will get all you want in life if you help enough other people get what they want." - Zig Ziglar Our political landscape is very different this week. And it *does* have implications for your wallet (I believe). I mentioned last week that I'd keep my powder dry, so...

Could this be why you’re living month-to-month?

"Our life is frittered away by detail. Simplify, simplify." - Henry David Thoreau This week, I thought I'd reach for something, put on my "coach" hat, and do what I can to inspire you into greater financial prosperity. Simple Reasons For Being Broke As I mentioned,...

Facebook for thieves?

A creative man is motivated by the desire to achieve, not by the desire to beat others. - Ayn Rand This fall is already shaping up to be one of our busiest ever. We've had clients calling us in a panic because of all of the media clamor over rising tax rates on...

‘Do it now’ tax moves

Ignorance is never better than knowledge. -Enrico Fermi In all of my years paying attention to the tax code, I don't quite remember a time like this--with so much up in the air, and the political climate looking like it could shift significantly. It's as if we're all...

13 surprising facts about me

"The greatest pleasure in life is doing what people say you cannot do." - Walter Bagehot I don't normally start out like this--truly, I try to avoid boring you to death with too much "taxy" stuff, unless it's pertinent and actionable for you (it is, after all, our job...

Congress didn’t help you (tax armageddon coming)

If someone is going down the wrong road, he doesn't need motivation to speed him up. What he needs is education to turn him around. - Jim Rohn Well, I was holding out hope for ALL of us (my clients, myself, and, even, Congress) that we would see some action on Capitol...

The coming tax ‘Armageddon’ for you

Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover. - Mark Twain Can you believe it's...