Planning Your Financial Future April 2012 Spring is here. The trees and flowers are blooming, and the weeds are in “full affect”, as we used to say back in the day. Oh, well. If you haven’t started to gather… Read More
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March 2012 Newsletter
Planning Your Financial Future March 2012 I can’t believe March is almost here. Time is flying by, and you should have all of your third-party tax documents (W-2s, 1099s, 1098s, etc.). Many times, I receive these documents from my… Read More
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February 2012 Newsletter
Planning Your Financial Future February 2012 Tax season is rapidly approaching. If you are an employer, then you need to get those W-s out if you haven’t yet. Also, taxpayers need to get their documents together before getting them… Read More
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January 2012 Newsletter
Planning Your Financial Future January 2012 As we say good-bye to 2011 and welcome 2012, this is a good time to review those goals you did not meet in 2011 and determine what changes you have to make so… Read More
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December 2011 Newsletter
Planning Your Financial Future December 2011 Hope everyone had a wonderful time with their loved ones during the Thanksgiving holidays. As we head into the final month of 2011, don’t forget your fourth quarter estimated payments are due January… Read More
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November 2011 Newsletter
Planning Your Financial Future November 2011 It’s getting dark earlier and earlier as we approach winter. Be careful while driving on Monday, the 31st. Children will be out trick or treating during the rush Five Year-End Tax Planning Considerations… Read More
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October 2011 Newsletter
Planning Your Financial Future October 2011 October is almost here, and the days are getting shorter. As you prepare your homes for the colder weather, don’t forget to begin preparing for your income taxes for next year. If you… Read More
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September 2011 Newsletter
Planning Your Financial Future September 2011 Hope you survived Hurricane Irene. We lost cable and internet for a couple days, but we were very blessed as we did not have any property damage nor did we lose power. Eventually, schools… Read More
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August 2011 Newsletter
Planning Your Financial Future August is almost here. Time to get the kiddies back to school, and ship the older ones to college. Hope you are able to squeeze in some “Family Time” before Labor Day! Talking to Your Child… Read More
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July 2011 Newsletter
Planning Your Financial Future As we get ready to celebrate the 4th of July weekend with hamburgers, hot dogs, cold drinks and fun times with the families, remember that our independence was not without cost. Crisis Investing: Keeping Your Head… Read More