We underestimate how we are creatures of habit. Change most often ends up being good, we cannot be afraid of change. Let’s think about some of the bigger changes in our lives and why we need to be adaptable. Job Change – for years you have been perfecting your skill,
I love to write down quotes that I hear or read and then steal them! I always though tell people that this isn’t my orginal thought. Here is a good one that I heard Don’t give someone or something free rent in your head. How true is this. I do
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. Great plan, poor execution. Do you own picture frames that
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 of the word estate, your first thought is the land
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 a CPA, I am always asked, “how can I save
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 of the financial markets has been dropped from school curriculums.
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 meltdown. I got this. I didn’t. My cash fund that
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 Jan 1 put a large envelope somewhere near where you
Okay so you are pilling your paperwork by batches, great job, hopefully you are on your way. The first batch to attack is insurance. Why this first? Insurance falls into the set it and forget it group, and has the biggest consequences if you aren’t prepared. We are going to
