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I Have a Few Years of Tax Returns to File

Introduction Most financial planners work with clients who are looking to build wealth by saving money, investing properly, and looking to have a normal retirement. I have those clients also and it is...

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Talk with your Tax Preparer

If you haven’t already begun the process, you officially have less than a month (ok, you technically have until Monday, April 18th to file this year, but I digress) to face your 2010 taxes. We often...

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Get a Tax Rate Like Mitt…You May Be Already There and Don’t Know It

The recent release of candidate Mitt Romney’s tax returns stirred up a firestorm debate on how someone with his wealth pays so little taxes. It begins to rekindle debates over inequity which will only...

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Wow, My Tax Return is Due April 17th!

“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this blog who have that thought in their mind and panic is...

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Why Are My Taxes So High – Part I

With the tax season officially over on April 17, 2011, I thought this would be an ideal time to address a question that was posed to me by several clients as I was finishing up their tax return – “Why...

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Location, location, location

You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on price. The same theory holds true for other investments....

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