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...
View ArticleTalk 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...
View ArticleGet 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...
View ArticleWow, 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...
View ArticleWhy 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...
View ArticleLocation, 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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