Five Markers of Financial Health at Mid Life

If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year and your financial health. Even if you’re on extension, it’s good to pause here before summer and...

Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in...

Overcoming Procrastination

I’ve heard rumors that (for some unknown reason) many people don’t like to file taxes. It appears that most folks do NOT like to fill out reams of paperwork only to finally discover how much money they are really giving to the IRS! This, of course, is why...