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

Audit-proof your life

“The past does not define you, the present does.” – Jillian Michaels I hope your weekend went well–our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. If you’ve paid any attention, you probably heard about American, Lindsey Vonn. She’s known as perhaps the world’s top female skier having dominated the World … Read More

Audit-proof your life

Valentine’s Day follow-up

“Lots of people want to ride with you in the limo, but what you want is someone who will take the bus when the limo breaks down.” – Oprah Winfrey So, this is the big question of the week: how did Valentine’s go? Some say it’s a “Hallmark Holiday”, but well–some spouses think otherwise, right? Well, if you blew it, … Read More

Valentine’s Day follow-up

Don’t forget the love

“Character is doing the right thing when nobody’s looking. There are too many people who think that the only thing that’s right is to get by, and the only thing that’s wrong is to get caught.” – J.C. Watts Well, I wanted to start off by giving you a little “nudge” to make sure you at least *remembered* that the … Read More

Don’t forget the love

The wrong professional

“Regret for the things we did can be tempered by time; it is regret for the things we did not do that is inconsolable.” – Sydney J Harris Thanks for all of your notes, feedback and phone calls about last week’s post re: Haiti. That crisis seems to have affected the world in an unusual way–and it’s difficult to wade … Read More

The wrong professional

Haitian blues

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. – Miguel De Cervantes I’ve been deeply affected by what happened in Haiti last week. It’s shocking, painful and the worst part of it all is how uncertain that nation’s future will remain to be for some time. How … Read More

Haitian blues

Don’t go it alone

“There are generations yet unborn, whose very lives will be shifted and shaped by the moves you make and the actions you take.” – Andy Andrews How did the first week of the decade go for you? How are you feeling … financially? As I wrote last week, the start of the year is pretty important, in my opinion. And … Read More

Don’t go it alone

Start the decade right

Be true to your work, your word, and your friend. – Henry David Thoreau Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. No more family (which might be a relief?), no more parties, no more presents. Just…daily life. And, in my opinion, this week is actually crucial to how … Read More

Start the decade right