3 Steps to Prep for Tax Preparation; Money and More© January 2020

Having prepared taxes for almost a decade, I have learned what our best clients do to get ready for tax preparation.  US Income Tax law is quite complicated and can be intimidating if not overwhelming.  Before entering the financial planning profession,  I used outside preparers for my increasingly complex personal return. 

Money and More© February 9, 2019

Thanks to the tax law changes, many taxpayers must now take the Standard Deduction on their federal income tax returns.   Additionally, the threshold for medical expenses jumped from 7.5% of Adjusted Gross Income to 10% in 2019.  There are strategies that can help save taxes in the short term or long term.

Financial Planning Weekly Thoughts for October 20, 2018

Sunday ACP Conference My most important professional organization is the Alliance of Comprehensive Planners (ACP).  ACP’s tax-focused model and financial planning philosophies align with my own.   I, very much, look forward to the conference each year.  It has been my pleasure to be part of the conference committee for this National level conference for the …

Financial Planning Weekly Thoughts for October 20, 2018 Read More »

Make Money Smart Kids with Educational Savings Accounts

Coverdell Educational Savings Accounts (ESAs) are a useful source for education funding.   Often, these accounts are overlooked because of their limitations.  By understanding ESA rules, proactive parents can provide kids money education not just education funding. Understanding the ESA Rules Contributions:  Anyone may contribute to an ESA for a child under 18 years of age.  …

Make Money Smart Kids with Educational Savings Accounts Read More »

Scroll to Top