Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. How much money should I save […]
Creating a financial strategy is like planning a vacation. First, you need to take care of the mundane details, including shopping for hotel accommodations and plane fares, as well as preparing your itinerary. While these tasks may be tedious, the […]
What is it? Estimated (quarterly) tax payments are the actual installment payments you forward to the IRS on a quarterly basis. Here is a step-by-step procedure to use when calculating the installment amounts. Projecting your expected tax for the year […]
Monday: Always ask about price matching before you make the big purchase. #MSTD Tuesday: Winter is coming! Insulate your windows and doors and keep the heat in. #MSTD Wednesday: Build a financial plan to know where you are going, not […]
You hit your quota, you won the lottery, you received an inheritance, you got a bonus—either way today you are $10,000 richer. Before you hit up Amazon.com and buy yourself some crap you don’t need, take a deep breath […]
