Helping You Understand and Improve Your Finances

• Five-Minute Friday: Building Healthy Habits in 2020 – Step 2

  Fundamentals | 01.10

  Question of the Week Happy Friday! It’s time for another Five-Minute Friday financial check-up. This time, we’ll continue a short series on building better habits for 2020, drawing on James…

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• Five-Minute Friday: What are some ways to build healthy habits for 2020?

  Fundamentals | 01.03

  Happy new year! I hope your 2020 is off to a great start. This year is your year! In this first installment of Five-Minute Fridays, we talk about building healthy…

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• Three Simple Habits That Will Help You Stick To Your 2020 Budget

  Fundamentals | 12.15

  It’s that time again! The end of the year (in fact the end of the decade!) is upon us, and a lot of us are starting to set goals for…

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• Preparing For The Upcoming Recession

  Fundamentals | 11.25

  The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me…

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• 10 Questions Your Financial Advisor Should Ask You

  Fundamentals | 10.15

  Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by…

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• Can I Deduct That As A Business Expense?

  Fundamentals | 09.17

  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…

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• The Top 10 Financial Planning Concerns for Unmarried Couples

  Fundamentals | 08.15

  Before marriage equality, LGBTQ planning lore was full of horror stories. There was the lifelong partner kicked out onto the street after his lover passed away.  A woman who had…

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• The Best Retirement Plans for Small Businesses

  Investing | 07.16

  On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account.  These solutions are also accessible to those of you who…

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• 5 Ways LGBTQ Financial Planning Is Different

  LGBTQ Finance | 06.15

  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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• Four Steps That Can Improve Any Situation

  Fundamentals | 05.15

  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…

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• Five Things to Do Right After You File Your Tax Return

  Tax | 04.17

  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…

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• Can I Deduct That As A Business Expense?

  Tax | 03.17

  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…

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• Should I Have A Single Person S-Corporation?

  Tax | 02.17

  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…

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