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If you are thinking about switching jobs, or going back to work after leaving the workforce to take care of family, now is a great time. Why? In the middle of a pandemic? Yes, especially now. First, companies have learned…

I have been playing a bit of tennis lately so I will start with a tennis analogy. So many times I see a wide open court, know where I want to send the ball, and dump it into the net.…

One definition of estate is an extensive area of land in the country, usually with a large house, owned by one person, family, or organization. Another definition is all the money and property owned by one person. When you think…

Another tax topic, sorry I cannot help myself. Few things are certain. When you earn income you pay taxes. My Dad always says, if you are paying taxes that is a good thing, that means you are making money.  As…

True story.  I remember vividly how excited I was to learn how to prepare a tax return in my 6th grade math class! I know, hard to believe. With so much on our kid’s plate in school, building an understanding…

This seems like an easy question right? Yes, I know where my money is. That is what I thought one year ago when the financial markets melted down. I managed billions in institutional funds and lived through the sub prime…

You would think packing for a trip would be fun- why do I hate it so much? I feel the same about organizing my papers to prepare for my tax return. Here are a couple of helpful hints  1. On…