Play a bigger game

“So many fail because they don’t get started — they don’t go.  They don’t overcome inertia.  They don’t begin.” – W. Clement Stone If it’s not one thing, it’s your mother… And I hope you did what you could to make her feel special this weekend. Or, if she’s no longer with us–that the other mothers in your life felt … Read More

Play a bigger game

Spring cleaning for your mind

“While we may not be able to control all that happens to us, we can control what happens inside us.” – Benjamin Franklin May Day! May Day! Alright–it’s not a distress signal…it’s more like the opportunity to enjoy the shift in seasons…the shift in what’s possible for you. Let the warming weather ENCOURAGE you to remember what’s possible. And, when … Read More

Spring cleaning for your mind

What to do with your tax docs & other items

“Life is like riding a bicycle. To keep your balance you must keep moving.” – Albert Einstein Well, the phones are STILL ringing around the office, but the pace is a bit slower. The dust is truly beginning to settle around here (ok, maybe that’s just pollen). How would you like to see the current tax returns of our President … Read More

What to do with your tax docs & other items

Well it’s over…or is it?

“If we do not change our direction, we are likely to end up where we are headed.”  – Chinese Proverb Last week was crazy. We had so many last-minute folks come through our doors before the 15th, that I was (briefly) tempted to shut our doors so we could handle the flow! But we didn’t. I’m glad to say that … Read More

Well it’s over…or is it?

This is the final week…

“You are never too old to set another goal or to dream a new dream.” – C. S. Lewis Well, Thursday is April 15th. You know what this means by now, I hope. Before I get to that, though–here’s something you may not have realized. Friday was “Tax Freedom Day”. That’s the date pegged by the Tax Foundation as the … Read More

This is the final week…

Health Care Reform will affect you like this

What is once well done is done forever.  – Henry David Thoreau Well, as promised, I’m breaking down the new Health Care legislation in this week’s blog post. Polls show that this legislation isn’t popular–but it’s now the law of the land, so we all should get used to it. Families WILL be affected by it, and it’s a good … Read More

Health Care Reform will affect you like this

Now what?

“It’s income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.” – Dave Barry Every year, around this time, I find myself blogging about “procrastination” and its dangers, as well as observations from tax season thus far. But this year is different. I’m writing … Read More

Now what?

Just making sure…

“Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.” – Michael Jordan Well, we’re nearing the home stretch in tax season. Since the deadline for individuals (April 15th) is just under a month out, we’ve been “packing them … Read More

Just making sure…

Commonly-overlooked breaks

We are not in a position in which we have nothing to work with. We already have capacities, talents, direction, missions, callings. – Abraham Maslow We’re getting closer and closer to D-Day (April 15th: “Done Day”) around here, and we’ve already had quite a tax season. This truly is our favorite time of year–we get to sit down with our … Read More

Commonly-overlooked breaks

New credit card rules can trap you

“Old times never come back and I suppose it’s just as well. What comes back is a new morning every day in the year, and that’s better.” – George Edward Woodberry Last week, I sent a note re: avoiding an audit, and I’ve heard from quite a few friends and clients who passed it along to *their* friends and family … Read More

New credit card rules can trap you