Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning […]
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as “Filing Status” or “Employee Matters,” for ease of reading. When year-end approaches, it might […]
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. What is a Buy-Sell Agreement? A buy-sell […]
Monday: Check out travel packages to see if you can save by bundling your reservations. #MSTD Tuesday: Review your gym membership cost/usage. If you’re a no go, then cancel and run outside when your bored. #MSTD Wednesday: Review your home and […]
Ask me anything and if I don’t know the answer I will google it. Right there on the spot. Will I remember the answer 1 week later? Possibly yes, possibly no. But the next time I get asked the same […]
