Summer has ended. Vacations were enjoyed. The kids are back in school. Time to start our hustle. Don’t wait until next spring; now is the time to look at your finances and start tax planning. Often, I hear clients tell me, “I don’t want to pay taxes.” Realistically, the only way to not pay taxes is to have no income…. Read More
Author Archive
I Just Got a Tax Notice! Now What?
Opening your mail and seeing a letter from the IRS or the state can be frightening. Before you panic and send off a check to the IRS, take a breath, read the notice. Do you understand what it says? If not, please reach out to someone who can help you. If you had the return professionally prepared that person should… Read More
Considering a New Ride For Your Business?
As your business grows and things look better from a cash flow perspective, your business may be expanding. Part of that expansion may be increasing or upgrading your vehicles. If you want to maximize your deductions one of the key items is to track your mileage, complete with date, miles driven and business purpose. When a vehicle is used for… Read More
How To Work With Your Financial Advisor
I consider it a wonderful privilege to stand with my clients as they make career decisions, grow businesses, have families, and set retirement goals. To get the most out of this relationship there are a few things that can be helpful: Open communication: Our job as financial advisors is to listen and guide discussion to areas that you may never… Read More
Lean & Clutter Free Machine
Don’t let this be your office. Take a moment and look around. Do you have piles of papers scattered everywhere? Have you recently been unable to find an important document? Do you feel like you are swamped by junk mail? If this sounds familiar, I may be able to help. As someone who has previously struggled with clutter, I can… Read More
Make Your Retirement Dreams Come True
Retirement is here… you have set the date; your advisor agrees you have enough assets and are prepared to live out the dream. You have given up so much to be here, sacrificed along the way and invested time to think about what retirement means for you. Are you feeling anxious? Afraid that the days will stretch out and you… Read More
New Year’s Resolutions for Small Business Owners
Want more growth in your business? Pack a one two punch by adding strategic planning with a side of accountability. This will take some of your time, and a solid amount of focus. Sit down and review your current year results with a someone who knows your business well and can give you feedback. Really look at the last twelve… Read More