3 Practical Ways to Minimize Your Lifetime Tax Bill Minimizing your lifetime tax bill is not about one clever move or one tax year. It is about making a series of smart decisions at different stages in your life, early career, peak earning years, and retirement. The goal is steady progress over decades, not perfection… Continue Reading: 3 Practical Ways to Minimize Your Lifetime Tax Bill
Unless you file for an extension, your 2025 Income Tax Return is due on April 15, 2026. And, if you are getting a refund, you want to file as soon as you can. We wrote about this earlier with our 7 Practical Steps to File Your 2025 Income Tax Return. The Internal Revenue Service (IRS)… Continue Reading: 3 Practical Things to Do with Your Tax Refund
Here are 3 Financial Planning Lessons all of the Average Joe’s Will Love. The movie Dodgeball: A True Underdog Story came out in 2004. It’s a story about gym owner Peter Lafleur (Vince Vaughn) trying to save his gym. The gym is very behind on its bank loan and Peter is concerned it will be… Continue Reading: 3 Financial Planning Lessons all of the Average Joe’s Will Love
Although I am no longer a practicing CPA, here are 7 Practical Steps to File Your 2025 Tax Return. And if you are looking for more financial guidance, do not miss the 6 Easy Ways a Financial Advisor Can Add Value. 1)Expect Delays with the IRS The IRS, like many other government agencies, has its… Continue Reading: 7 Practical Steps to File Your 2025 Tax Return
The first half of the year is in the books. Here are Practical Financial Moves for the Second Half of the Year. As you may recall, at the beginning of the year, we gave you 3 Reasons to Skip the Financial New Years Resolutions This Year. Additionally, we are not there yet, but to prepare,… Continue Reading: Practical Financial Moves for the Second Half of the Year
Things are more expensive when you pay for them yourself. We never gave our children an allowance when they were growing up. I had an allowance when I was a kid. Unfortunately for me my dad tied what I could get for an allowance to my grades. He would say, “School is your job.” Well,… Continue Reading: Things are More Expensive When You Pay For Them Yourself