Reasons to get in early…

Reasons to get in early…

The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to get VERY busy around here. Which is exactly how we like it. We’ve been preparing since the summer for this year’s tax return process, integrating all of the nuggets...
Ready or not?

Ready or not?

The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about...
Giving — to yourself!

Giving — to yourself!

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon...
Quick year-end moves

Quick year-end moves

If you want to take your own bull by the proverbial horns, I have some quick ideas for you to save on your 2019 taxes. Here we go… Lisa Heckman’s “Real World” Personal Strategy Note Year-End Moves to Save on Your 2019 Taxes “You miss 100%...
Giving — to yourself

Giving — to yourself

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon...
Year-End Giving Tax Scams

Year-End Giving Tax Scams

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations...