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 to speak, and wait a few days after the mid-term … Read More

My analysis of your next year

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, I’m going to risk being a bit blunt here. If you follow my writings, … Read More

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

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 January 1, 2011 (and, honestly, it’s often … Read More

Facebook for thieves?

‘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 in a period of “stasis” until November 3rd–when we’ll see where lawmaking … Read More

‘Do it now’ tax moves

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 to keep your tax burden down!). So… a few tax-related things, … Read More

13 surprising facts about me

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 almost October? Really, though–2010 is almost finished. And while this … Read More

The coming tax ‘Armageddon’ for you

The quiet millionaire

Our greatest battles are with our own minds. – Jameson Frank If there’s one thing that this downturn has shown me, it’s that certain truths really are eternal. (By the way–I hope you had a fantastic weekend. As I sit down and write this, I’m staring at mounds of client paperwork and a lot of tax “season” preparation for my … Read More

The quiet millionaire

Planning to enjoy the fruit of your labors

“Respect your efforts, respect yourself. Self-respect leads to self-discipline. When you have both firmly under your belt, that’s real power.” – Clint Eastwood How was your long weekend? Hey–whatever your opinion about labor unions, I think we all appreciate an extra “day off” now and then (though, as with many business owners, my “day off” wasn’t exactly just burgers and … Read More

Planning to enjoy the fruit of your labors

Make these moves now

The world of achievement has always belonged to the optimist. – Harold Wilkins Some Mondays are harder than others. That’s why I make it a point every Monday to sit down and write to you–to lift your eyes, to remind you of what’s possible…and, in the doing, it does wonders for *my* state of mind. Yes, even I can fall … Read More

Make these moves now