taxes

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Spring Cleaning Tips For Your Finances & Your Life

   March 29, 2016     1510  

Who doesn’t love the onset of spring? There is something truly joyful about the dark ground giving way to green sprouts and brightly colored buds. It is almost impossible not to feel the need to start fresh and anew with unfolding of this bright and shining season. So, we all begin the Spring Cleanse.

Whether that cleanse is a thorough top to bottom scrubbing of your home, a reassessment of your health and wellness or the re-calibration of your finances, there can be deep satisfaction and deep value in going through this process on an annual basis.

Here are a few tips to help you get started on your spring cleaning activities. (more…)

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Year End Charitable Giving

   November 18, 2015     1423  

Just a couple of nights ago there was a knock on my door–it was one of our neighbor’s kids.  He was collecting money for a local group–raising money to support their sports programs. He’s a nice kid and it seemed a worthy cause. I grabbed my wallet, found some cash (which I don’t always have!) and wished him a lot of luck.  I didn’t get a receipt. I don’t plan to take a tax deduction and didn’t research the organization.

Why did I give?  It’s simple.  I was being nice to the kid next door.

But for the other charitable contributions that my family makes, the answer to “why I give, what I give and when I give” is an entirely different story. (more…)

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Qualified Plans Make Sense for Even Very Small Businesses

   September 29, 2015     1552  

I have had the recent pleasure to work with a talented consultant and had the opportunity to talk about her success with her small business and her plans for the future.

She shared some interesting insights about her own business and personal planning that I thought may benefit any small business owner, and that is no matter how small your business is, you probably can benefit from a qualified plan. (more…)

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