The other day, I saw an article that made my jaw drop -- and reminded me (once again) why we do what we do. Remember the BP oil spill in the Gulf? Yes, it was a while ago ... but the region is still feeling the after effects, and not just environmentally. But for BP,...

The fall is here, but before we're able to really enjoy it around here, we are carefully working through our roster of 2014 tax returns that were put on extension. As I mentioned last week -- we are still able to set appointments for other matters (like tax planning,...

As I'm writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And...

Last week I wrote about preparing for financial chaos, and gave you some step-by-steps for what your priorities should be right now. Got a bunch of wonderful feedback, so thank you for taking the time to do that. I see every email that comes my way, and I love getting...

I've become increasingly aware that although I send you strategies, tips and whatnot every week -- it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That's especially true as we...

There was some eye­-opening news recently about student debt. From the WSJ article: ... As of July, 6.9 million Americans with student loans hadn't sent a payment to the government in at least 360 days, quarterly data from the Education Department showed this past...

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been "blessed" with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed,...

We're almost done with August (!), and the school season is alreadystarting in many areas where we serve our clients. This summer has absolutely FLOWN by -- and those of us who pay attention to politics are all probably eagerly looking forward to being done with the...

There is a bit of a flood of recent tax-related news that I'd normally dispense with in the opening remarks of my Note here ... but it's weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the...