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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…

Can I Deduct That As A Business Expense?

Business Planning | 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…

Should I Have A Single Person S-Corporation?

Business Planning | 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…

12 Financial Tasks for the 12 Months of 2019

Fundamentals | 01.16

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

Fundamentals | 12.12

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?

Fundamentals | 12.05

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

Business Planning | 11.28

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?

Fundamentals | 11.14

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

Insurance | 11.07

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

Insurance | 10.31

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!

LGBTQ Finance | 10.24

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…

The Business Owner’s Guide to the Qualified Business Income Deduction

Business Planning | 10.03

Are you eligible for a 20 percent business income deduction this year? The qualified business income (QBI) deduction is one of the most intriguing elements of the Tax Cuts and…

Start Your Travel Rewards Planning Now

Fundamentals | 09.12

Ahhh…September. Labor Day marks the unofficial end of summer. The kids get back to school. The weather begins to change. And we gear up for the holidays. While summer vacation…

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