Cough drops, sunscreen and bandages

“The beginning is always today.” – Mary Wollstonecraf With less than two weeks to go in the holiday season we can sometimes neglect the fact that it’s also less than three weeks left for the calendar year. And that means that you’ve got a bunch of decisions to make these next few weeks which can directly affect your tax bill … Read More

Cough drops, sunscreen and bandages

The best presents for the season (not what you think)

“If you haven’t any charity in your heart, you have the worst kind of heart trouble.” – Bob Hope Well, my family is deep into the holiday season. No matter your religious persuasion, it’s pretty difficult to avoid the non-stop merchant clamor to “buy stuff” in order to properly celebrate what started as a spiritual season. And yes, I’m a … Read More

The best presents for the season (not what you think)

Thanksgiving recovery begins now

“I was thinking one day and I realized that if I just had somebody behind me all the way to motivate me I could make a big difference. Nobody came along like that so I just became that person for myself.” – Unknown Apparently, I ruffled some feathers last week with my blog title: “Thanks for nothing”. Well, in a … Read More

Thanksgiving recovery begins now

Thanks for nothing

“Be miserable. Or motivate yourself. Whatever has to be done, it’s always your choice.” – Wayne Dyer Alright, I don’t really mean that. And it’s not some gimmick to get you to read this blog post. No, as your family’s Personal Financial Guide, I’ve got some words to say about your peace-of-mind–and what leads to TRUE wealth. THIS week–this happy … Read More

Thanks for nothing

How to stay poor

“Carpe diem! Rejoice while you are alive; enjoy the day; live life to the fullest; make the most of what you have. It is later than you think.” – Horace Can you feel the holiday “crunch” beginning? In our house, the calendar is beginning to fill up with parties, family activities and much more. Around this time of year, my … Read More

How to stay poor

You get the credit

“The income tax has made more liars out of the American people than golf has.” -Will Rogers Your family’s Personal Financial Guide is here, and we’ve got some bad news to start the week…as well as some good news for many from the past weekend. (Btw, I’m not referring to the healthcare bill passing the House, as I’m not going … Read More

You get the credit

Are things looking up?

“The past does not define you, the present does.” – Jillian Michaels Phew! I’m feeling rested this week–how about you? Sure was nice to wake up Sunday morning with an “extra” hour of sleep, thanks to Daylight Savings–well, Daylight “Losings” in this case. And I’ve got some insight about the current economy–as well as a special offer for you at … Read More

Are things looking up?

And you think WE’VE got it bad!

“The wisdom acquired with the passage of time is a useless gift unless you share it.” <em>- Esther Williams</em><em> </em> It sometimes seems to me like this country is torn up with envy. (By the way, I hope you had a great weekend. Mine was nice and slow at home and outside with the family–enjoying the fall weather. Only a … Read More

And you think WE’VE got it bad!

Turns Out You Might Get Taxed, After All…

“Morale is when your hands and feet keep on working when your head says it can’t be done.” – Benjamin Morrell As you know, from previous notes we’ve exchanged, I really do try to steer clear of political disputes. My clients hail from all sides of the political spectrum, and it does me no good to tick off a bunch … Read More

Turns Out You Might Get Taxed, After All…

There ARE Some Shady Tax Pros Out There

“A lot of people like to do certain things, but they’re not that good at it. Keep going through the things that you like to do, until you find something that you actually seem to be extremely good at. It can be anything.” – George Lucas This subject came up in a note I wrote in mid-June, and the topic … Read More

There ARE Some Shady Tax Pros Out There