Preparing For The Upcoming Recession
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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Helping You Understand and Improve Your Finances
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10 Questions Your Financial Advisor Should Ask You
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… -
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… -
The Top 10 Financial Planning Concerns for Unmarried Couples
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… -
The Best Retirement Plans for Small Businesses
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… -
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… -
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…