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Personal Finance is an umbrella term covering areas of finance that aren’t business. Generally it covers business-like decisions made by individuals that impacts their net worth over time. This also includes things like insurance, that helps you hedge risks in…
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This exercise isn’t a tallying of your financial sins. It’s an objective look at your cash flow. As you look at this information, think about whether your spending is in line with the life or business you want. Then you’ll be ready for the next step.
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Failure to Plan is a plan to fail. What's the plan for your business? Do you have a business plan? Is it up to date?
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For a select few, I will work with you to see where you are so far this year, and help you create a budget road map to get you on track for where you want to be by December 31.
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The cost of high education keeps rising. If you, or a dependent, are in college, make sure you take advantage of the tax breaks you might be eligible for.
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It sure costs a ton to raise kids these days. That’s why I want to make sure parents take advantage of the tax credits they might be able to claim.
Read more →Today I called the IRS regarding a client's amended tax return. The agent told me that due to backups caused by the government shutdown amended returns will take 12 to 16 weeks to process.
Read more →Nanny Taxes- how to pay them and why you should.
Read more →Need advice specific to your business, tax situation or financial strategy? Start with a short discovery call.
