“Freezing” your credit these days can be relatively easy online and it can protect you from fraudsters looking to steal your identity and open credit cards in your name. If a criminal can get a credit card in your name, … Read More
Taxes
Getting More This Tax Season
Okay, let me clear the air a bit; last week, I wasn’t trying to say the 401(k) was a bad way to save for retirement, only that it wasn’t a great way to save for retirement. A mentor of mine … Read More
Can We Call It A Recession?
Traditionally, the definition of a “recession” has been two quarters of negative growth, which, if you’ll remember, we took care of several quarters ago. At the time, the administration tried to put on a happy face and redefine “recession” and … Read More
What Other Options Are There?
Happy New Year! Like a lot of folks who work for a living, even us tax professionals sometimes place too much emphasis on the “automatic’ nature of retirement investments. I can’t tell you the number of busy professionals who should … Read More
New Year, New (focus on) Business?
Well, here we are, in 2023, and far too many business owners are in a rut. Oh, they’ve made the usual resolutions for themselves, things like “get in shape” or “spend more time with the family” or maybe even “save … Read More
Happy New Year!
Let’s get something out of the way right now: this email isn’t going to save you anything on your taxes. It’s not going to give you any sage advice on financial strategies. It’s not a reminder to stay organized with … Read More
Its Almost Here! Tax Season!
No matter how you slice it, the truth of the matter is it’s almost that time of year again. Like a lot of you, I’m excited, and even though all of us know the date, there’s always some last minute … Read More
Can the IRS Throw You a Line?
Let’s face it, if you’re in trouble, the LAST person you’d trust is the person that says you’re in trouble. That’s about how most people feel when it comes to getting tax advice or offers from the IRS, especially given … Read More
Tax Breaks for Everybody?
Let’s be honest: As we approach the end of the year, most of you guys aren’t thinking about taxes. That’s my job! The problem with most “tax idea” articles is that the writers seem to live in places that real … Read More
Tax Breaks For The Next Generation
As much that has been written – good and bad – about the next generation, the Millennials – the scary part is that they have to pay taxes. Why is this scary? First of all, many of them view “Google” … Read More