Category Archive for: ‘Financial Planning’
How to Start a Farm: Advice from a Financial Planner
Deb Kriebel | May 24, 2013
You probably remember the 1960s sitcom Green Acres, and its catchy theme song: Green Acres is the place for me, Farm living is the life for me. Land spreading out so far and wide, Keep Manhattan just give me that countryside. The main story revolves around two socialites (Eva Gabor and Eddie Albert) who retired from their jobs in the [...]
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How to Take a Tax-Deductible Vacation
Mindy Gasthalter | May 1, 2013
As my clients, friends, and colleagues know, I love to travel. While my vacations have not (unfortunately) been tax-deductible, they have been memorable experiences that will stay with me forever. For that reason, I often encourage my clients to take vacations; after all, we don’t know when our health will change and we’ll no longer even be able to travel. [...]
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A Financial Check-Up for Generation Y
David Kauffman | April 25, 2013
Generation Y includes those born between 1977 and 1991, ranging in age from 22 to 36 years old. Also referred to as echo boomers and millennials, the group makes up about 25% of the U.S. population. Millennials are tech savvy. They grew up with laptops, on-line gaming, cell phones, iPads, and other gadgets, and usually prefer communicating through e-mail and [...]
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A Financial Check-Up for the Silent Generation
Michael Green | April 19, 2013
As a member of the Silent Generation (born between 1922 and 1943), you have paid your dues. You probably raised a family and have left the workforce – you deserve an enjoyable retirement. That can be achieved, but the pace and complexity of today’s world means you’ll need to give yourself a periodic financial checkup. Ask yourself: Do you have [...]
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The Myth of the Tax Refund
William Bissett | April 12, 2013
It’s that time of year when everyone gets excited for their hoped-for tax refund. But should we really be celebrating? In 1943, Congress pushed through the Current Tax Payment Act which required taxpayers to stay current on their tax liability. They accomplished this via a new withholding system that applied to earned income (e.g., salary and wages). Prior to that, [...]
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Five Reasons to Hire Someone to do Your Taxes
Jake Mason | April 4, 2013
Are you paying too much in taxes? Are you sure you have claimed every possible deduction? It is possible to do your taxes yourself — especially if you have a very simple tax situation — and there are tools available out there to help you. However, in this era of increasing specialization, there are some very good reasons to hand [...]
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