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Does My Financial Plan Need to Be Updated?
A recent professional magazine I read regularly had an article by an author who was complaining about his clients and their attitude toward his request to clients about reevaluating their financial...
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Tax Planning to the Nth Degree
As I wrapped up the 2009 tax season on October 15 for those who were put on extension back on April 15th of this year, I thought about the state of our tax law changes both pending and expiring and...
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Exploring the Elder Care Journey as Part of Estate and Financial Planning...
Often times individuals focus entirely on death when they plan their estate. On May 20th, Mike Branham, CFP®, wrote an excellent article that talks about his personal story of how his wife lost her...
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5 Reasons You Need a Will
Although Living Trusts are widely regarded as one of the most effective tools in estate planning, most people neglect to establish a trust because they feel that their estate is too small to justify...
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FAMILY TAXATION
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a business. With the business owner, tax strategies will often be...
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