It’s hard to believe that the year is already beginning to wind down. This is a busy time filled with family and friends, holidays, travel, parties, and other joyful activities. This is also an opportune time to do some tax planning before the new year. Here are some strategies to consider – t...
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Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...
Before you know it, you’re going to be inundated with talk about the end of the year and New Year’s resolutions. Creating new habits is difficult and requires a good deal of repetition to get them to stick. So, picking an arbitrary date like January 1 to start something might not be the best way...
When I was much younger than I am now, I married my husband Craig and moved with him from our home state of Vermont to Scottsdale, Arizona That sounds like a very typical, almost ordinary experience in one’s lifetime. But in fact, it turned out to be one of the most remarkable and far-reachi...
In my work with clients over the years, one of the most common questions I get is, “Should I purchase investment real estate?” Most of the time, the client’s interest is in purchasing a single-family residence as a rental property with the strategy of rental income paying down the mortgage for...
Most of us don’t particularly like receiving unsolicited advice. Yet, when it comes to investing, we are eager to listen to what people are offering. Gatherings with friends can present the perfect opportunity to hear these unsubstantiated remarks. “Have you heard about Company X? Their price is...
There’s no two ways about it–identity theft stinks! Our data as consumers has been online for so long that it’s almost hard to find someone who hasn’t been impacted by identity theft. It’s a cumbersome mess to untangle, even though, in some cases, the process has become somewhat easier. Ne...
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