5 Ways LGBTQ Financial Planning Is Different
On Friday, I asked a client for some additional documents so I could prepare for an upcoming meeting. He said he’d get to it soon, but not before Monday. He…
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Helping You Understand and Improve Your Finances
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Four Steps That Can Improve Any Situation
My niece is the cutest human being on the planet. She just turned two, and she’s talking quite a bit. As the daughter of a British mom and an American… -
Five Things to Do Right After You File Your Tax Return
Congratulations, you just filed your taxes! Enjoy that feeling of relief for a minute. Savor the idea that you don’t have to run around collecting documents, checking numbers and worrying… -
Can I Deduct That As A Business Expense?
I work with many business owners and by far, the most commonly asked question I get is, “Can I deduct that as a business expense?” As with all good tax law… -
Should I Have A Single Person S-Corporation?
The 2018 tax season is here! We are finally going to see the effects of the tax law change at the end of 2017. And as you can image, lots… -
12 Financial Tasks for the 12 Months of 2019
I love the clean slate the New Year offers. None of us have messed up yet in 2019! What a great feeling. But how do you keep that winning streak… -
Your Year-End Checklist
I love a good checklist. I started the year with one to keep you on track, so it seems fitting to the end the year with one as well. Before… -
Is Leasing a Car Right for You?
There are some personal finance debates that will be around forever: Should you by a home or rent? Is term or permanent insurance a better deal? And here’s one that… -
Single-member LLC or S-Corp? Finding the right business structure for your one- or two-person business
Do you manage a one- or two-person business? You may want to re-evaluate the way you structure your business in 2019, as new tax rules change the incentives for very… -
Test Yourself: Are You Ready To Be The Next Millionaire Next Door?
Originally appeared on Forbes.com When I first started learning about how money works, I read every money management book I could get my hands on. One of my favorites was… -
Three Insurance Supplements You Should Have in Your Plan
Since it’s open enrollment time, I wanted to remind you of some insurance supplements that you should keep in mind. The fundamental five – health, car, life, disability and home… -
Making the Most Out of Your Open Enrollment
I can’t believe it’s November already. That means it’s time to gear up for the end of the year. You’ll want to make sure all of your 2018 to-dos are… -
Exciting BTF News!
Hey all, Sorry it’s been a few sporadic weeks for my posts. September and October are conference season for us financial advisors. So I’ve spent three of the last four…