My Son’s First Paycheck and His Tax Revelation
We all remember that first summer job after our 16th birthday. Some of us can remember busing tables, working the drive thru window or mowing yards for some extra money. All three of my kids were swimmers and the natural... Read More →
5 Money Lessons from Monopoly
Monopoly was definitely one of my favorite board games growing up. I loved playing with my kids too. What other board game would a financial advisor want to play, right? Boy did we fight and argue with this game (Not as much... Read More →
Can’t Pay Your Taxes? Here Are Your Options
Right after New Year’s I start to get that nagging feeling. You know the one. It’s tax time again. Why do I have so much anxiety about this time of the year? It’s because so often I’ve gotten a really big... Read More →
Self-Employment Taxes are a Special Kind of Hell
“That’s a x#$% rip-off!” I shouted. “Why do I have to pay 40% in taxes on the amount I earned extra this year?!” That’s how a recent conversation with my own accountant went this past week. My accountant was surprised I... Read More →
5 Organization Tips To Make Taxes Less Taxing
It’s almost that time again! Taxes. I can almost see your gnashing your teeth and rolling your eyes right now. Nobody likes to do them. Unless you’re getting a refund like the recent HR Block commercial. The one with stacks... Read More →
Here’s One Holiday Sale You Don’t Want To Miss
I know you’re busy checking your list twice and hitting all the sales at this time of the year. But there’s a different kind of sale you might want to check out before year end. It’s one of the best... Read More →
4 Year End Portfolio Moves
October is month when leaves are changing color, there’s a nip in the air signaling the beginning of fall, and of course stock market corrections! I can’t believe as I write this that we have already entered the fourth quarter.... Read More →
Retirement Savings Strategies for The Self Employed
When small-business owners ask me how they should save for retirement, I tell them they don’t need to worry about it – if they like the taste of cat food. If they don’t? In that case, I have some strategies.... Read More →
Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
Got Wealth? Here’s How To Keep It
You’ve saved for years and accumulated quite a pile of wealth. Congratulations! Now your main concern may be keeping it. High net worth clients say their biggest worry is holding on to that pile of cash. You got some dough,... Read More →